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 โ allowing users to analyze rep performance, build Activity and Campaign Reports and understand user churn at a glance.
Syncing your Zendesk data to Sourcetable keeps it centralized and accessible. Everyone on your team will be able to track your businessโ customer support data quickly and easily, no knowledge of SQL required.
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 โ selling your products.
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
Analyze your Zendesk CRM data alongside findings from separate payment and marketing platforms, generating cross channel reports in the blink of an eye
Compile and query all your Zendesk data in one spreadsheet to identify the business insights behind the numbers and improve customer service
Attrbute value containing the name, url and timestamp information of creation and update
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 is a JSON object representing information of update, delete etc for tracking purpose
Brand represent a product or a service of your client.
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The access rights given to a particular user
The website of an organisation
A collaboration of community posts on a subject is called a topic. They can be managed by agents, end users and anonymous users
Group is a building block of a ticket workflow as whenever a support request comes it is assigned to a group.
A link between an agent and a group is called a group membership.
Organizations are used to classify customers where customer can be mapped to a particluar organization
A link between user and an organisation, an organisation can have multiple users.
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
A content shared by a user with the community is called post
A comment made on the post is called post comment
A rating object representing the satisfaction score of good, better, worst rating by a customer
A timetable object that contains intervals, timezone information and name of the schedule
A history record that maintains entries when an agent skipped a ticket without responding to an end user
A history record that maintains the logs of SLA's between the support provider and customers
A policy metric describes the metric targets of each value of priority
A ticket is a mode of communication between end users (customers) and the agents
A list of attribute values of a ticket containing the name of ticket, timestamp of created and modified date and a unique id
A comment made on the ticket is called ticket comment, it is an update event which gets stored in the audit logs
The fields of ticket comprising of title, description, agent description, timestamp and a tag
The fields of ticket comprising of title, description, agent description, timestamp and a tag
History of ticket custom fields
A list of options containing name, id, position, url and values of the custom fields
no information available
no information available
A tag which is applied on a ticket
A history table comprising the list of tags being applied to a ticket
A type of event which gets triggered and is logged in ticket audit table
Three types of users are there: end users (customers), agents and administrators
Tags applied on user, they are only available if your account has user tagging enabled
Online businesses integrating Zendesk with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.
Software as a Service
(SaaS) companiesRetail online stores
(eCommerce)B2B Platforms
B2C Marketplaces
Subscription services
Zendesk + Sourcetable
Zendesk + Sourcetable
Zendesk + Segment
Zendesk + Sourcetable
Zendesk + MySQL
Connect, sync and query data from Zendesk with insights from 30+ other sources, regardless of your level of tech skills.
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.
Create and share workflow templates to drive decisions and improve customer experience based on your Zendesk customer history