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Connect Microsoft Excel to Zendesk

Automate workflows and sync data between Microsoft Excel and Zendesk with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Excel & Zendesk?

Intelligent Automation Workflows

Leverage 4 available triggers from Microsoft Excel to execute 24 targeted actions in Zendesk automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Excel and Zendesk perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Excel and Zendesk for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Excel logo

Microsoft Excel

Triggers (4)

New Cell Value Changed

Emit new event when a specific cell's value changes in an Excel worksheet

polling
New Row Added

Emit new event when a new row is added to an Excel worksheet

polling
New Spreadsheet Created (Instant)

Emit new event when a new Excel spreadsheet is created.

webhook
New Spreadsheet Updated (Instant)

Emit new event when an Excel spreadsheet is updated.

webhook

Actions (9)

Add a Worksheet Tablerow

Adds rows to the end of specific table. See the documentation

Add Row

Insert a new row into a specified Excel worksheet. See the documentation

Find Row

Find a row by column and value in an Excel worksheet. See the documentation

Get Columns

Get the values of the specified columns in an Excel worksheet. See the documentation

Get Spreadsheet

Get the values of a specified Excel worksheet. See the documentation

Get Table Rows

Retrieve rows from a specified table in an Excel worksheet. See the documentation

List Folder ID Options

Retrieves available options for the Folder ID field.

Update Cell

Update the value of a specific cell in an Excel worksheet. See the documentation

Update Worksheet Tablerow

Update the properties of tablerow object. (Only for work or school account) See the documentation

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Zendesk

Triggers (10)

Locale Updated

Emit new event when a locale has been updated

polling
New Side Conversation

Emit new event when a side conversation is created on a ticket. See the documentation

polling
New Side Conversation Reply

Emit new event when a reply is added to an existing side conversation on a ticket. See the documentation

polling
New Ticket (Instant)

Emit new event when a ticket is created

webhook
New Ticket Added to View (Instant)

Emit new event when a ticket is added to the specified view

webhook
New Ticket Comment Added (Instant)

Emit new event when a ticket comment has been added

webhook
Ticket Closed (Instant)

Emit new event when a ticket has changed to closed status

webhook
Ticket Pending (Instant)

Emit new event when a ticket has changed to pending status

webhook
Ticket Solved (Instant)

Emit new event when a ticket has changed to solved status

webhook
Ticket Updated (Instant)

Emit new event when a ticket has been updated

webhook

Actions (24)

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation.

Create Ticket

Creates a ticket. See the documentation.

Delete Ticket

Deletes a ticket. See the documentation.

Get Article

Retrieves an article by its ID. See the documentation.

Get Macro

Retrieves a macro by its ID. See the documentation.

Get Side Conversation

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Get Ticket Info

Retrieves information about a specific ticket. See the documentation.

Get User Info

Retrieves information about a specific user. See the documentation.

List Active Macros

Lists all active shared and personal macros available to the current user. See the documentation.

List Articles

Retrieves a list of articles. See the documentation.

List Fields Options

Retrieves available options for the Fields field.

List Locales

Retrieves all locales. See the documentation.

List Macro Category Options

Retrieves available options for the Macro Category field.

List Macros

Retrieves all macros. See the documentation.

List Side Conversations

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

List Ticket Comments

Retrieves all comments for a specific ticket. See the documentation.

List Tickets

Retrieves a list of tickets. See the documentation.

Remove Ticket Tags

Remove specific tags from a ticket. See the documentation.

Search Articles

Searches Help Center articles. See the documentation.

Search Community Posts

Searches Help Center community posts. See the documentation.

Search Help Center

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.

Search Macros

Search for macros by name. See the documentation.

Search Tickets

Searches for tickets using Zendesk's search API. See the documentation.

Set Custom Ticket Fields

Sets one or more custom field values on a ticket. See the documentation.

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Microsoft Excel trigger → Create/Update in Zendesk

Most Popular
Microsoft ExcelMicrosoft Excel

New Cell Value Changed

ZendeskZendesk

Add Ticket Tags

When Zendesk trigger → Update Microsoft Excel

Bi-directional
ZendeskZendesk

Locale Updated

Microsoft ExcelMicrosoft Excel

Add a Worksheet Tablerow

How It Works

1

Connect Apps

Authenticate your Microsoft Excel and Zendesk accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Excel and Zendesk with 14 public triggers available for instant updates.

Automated Actions

Execute 33 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Excel and Zendesk in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Excel and Zendesk with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Zendesk to Microsoft Excel for bidirectional automation

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All Microsoft Excel Integrations

Explore all available Microsoft Excel connections

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All Zendesk Integrations

Explore all available Zendesk connections

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