Sync Zendesk data to Sourcetable
Zendesk
Sync Zendesk data to Sourcetable
All your business data, synced in a spreadsheet.
Find out how to make the most of your Zendesk CRM data with Sourcetable
Sourcetable Benefits
Data & analytics
Up-to-date, reliable customer service metrics can make all the difference for business owners looking to gauge their performance over time, and make improvements to guarantee customer retention. Sourcetable is an ideal tool for querying key data from Zendesk and other platforms in one simple, accessible spreadsheet – allowing users to analyze rep performance, build Activity and Campaign Reports and understand user churn at a glance.
Accessibility
Syncing your Zendesk data to Sourcetable keeps it centralized and accessible. Everyone on your team will be able to track your business’ customer support data quickly and easily, no knowledge of SQL required.
All your business data in one place
Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Zendesk and Zendesk Chat, allowing product, marketing and finance teams to gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.
Find out how to get the most of your Zendesk CRM data with Sourcetable
Smart Templates
Use out of the box tried and tested templates in order to merge sales and customer data, and improve data collaboration across your entire organisation
Quick Analysis
Analyze your Zendesk CRM data alongside findings from separate payment and marketing platforms, generating cross channel reports in the blink of an eye
Ease Of use
Compile and query all your Zendesk data in one spreadsheet to identify the business insights behind the numbers and improve customer service
Who uses Zendesk data in Sourcetable
💸 CFOs & Accountants
📈 Marketing and Advertising professionals
👷🏿 Sales and Sales Ops folk
🚀 Founders
🏢 Ecommerce businesses
Here's a sample of the Zendesk data that will be available in your Sourcetable spreadsheets:
AGENT_ATTRIBUTE
Attrbute value containing the name, url and timestamp information of creation and update
ARTICLE
Article is JSON object containing the article information which includes body of article, comments, author id, timestamp information of article and other standard fields describing the state of article
AUDIT_LOG
Audit log is a JSON object representing information of update, delete etc for tracking purpose
BRAND
Brand represent a product or a service of your client.
CALL_METRIC
Page not accessible
CUSTOM_ROLE
The access rights given to a particular user
DOMAIN_NAME
The website of an organisation
FORUM_TOPIC
A collaboration of community posts on a subject is called a topic. They can be managed by agents, end users and anonymous users
GROUP
Group is a building block of a ticket workflow as whenever a support request comes it is assigned to a group.
GROUP_MEMBER
A link between an agent and a group is called a group membership.
ORGANIZATION
Organizations are used to classify customers where customer can be mapped to a particluar organization
ORGANIZATION_MEMBER
A link between user and an organisation, an organisation can have multiple users.
ORGANIZATION_TAG
Customizable fields that are displayed on Organization page. The customization can only be done by admins. Types of fields available are Basic text fields, date fields, as well as customizable drop-down and number fields
POST
A content shared by a user with the community is called post
POST_COMMENT
A comment made on the post is called post comment
SATISFACTION_RATING
A rating object representing the satisfaction score of good, better, worst rating by a customer
SCHEDULE
A timetable object that contains intervals, timezone information and name of the schedule
SKIP_TICKET_HISTORY
A history record that maintains entries when an agent skipped a ticket without responding to an end user
SLA_POLICY_HISTORY
A history record that maintains the logs of SLA's between the support provider and customers
SLA_POLICY_METRIC_HISTORY
A policy metric describes the metric targets of each value of priority
TICKET
A ticket is a mode of communication between end users (customers) and the agents
TICKET_ATTRIBUTE
A list of attribute values of a ticket containing the name of ticket, timestamp of created and modified date and a unique id
TICKET_COMMENT
A comment made on the ticket is called ticket comment, it is an update event which gets stored in the audit logs
TICKET_CUSTOM_FIELD
The fields of ticket comprising of title, description, agent description, timestamp and a tag
TICKET_FIELD_[MULTISELECT_NAME]
The fields of ticket comprising of title, description, agent description, timestamp and a tag
TICKET_FIELD_HISTORY
History of ticket custom fields
TICKET_FIELD_OPTION
A list of options containing name, id, position, url and values of the custom fields
TICKET_SCHEDULE
no information available
TICKET_SLA_POLICY
no information available
TICKET_TAG
A tag which is applied on a ticket
TICKET_TAG_HISTORY
A history table comprising the list of tags being applied to a ticket
TWEET_RECIPIENT
A type of event which gets triggered and is logged in ticket audit table
USER
Three types of users are there: end users (customers), agents and administrators
USER_TAG
Tags applied on user, they are only available if your account has user tagging enabled
Sample companies
Online businesses integrating Zendesk with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.
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Software as a Service
(SaaS) companies -
Retail online stores
(eCommerce) -
B2B Platforms
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B2C Marketplaces
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Subscription services
Popular Use Reports & Use Cases
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Combine MySQL user table and Zendesk tickets for cohort analysis
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What makes Sourcetable special?
Interconnectivity
Connect, sync and query data from Zendesk with insights from 30+ other sources, regardless of your level of tech skills.
Collaboration
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.
Automation
Create and share workflow templates to drive decisions and improve customer experience based on your Zendesk customer history