Track support performance metrics across Zendesk & Freshdesk with Sheets, Slack & Gmail
Description Automatically consolidate Zendesk and Freshdesk ticket data into a unified performance dashboard with KPI calculations, Google Sheets logging, real-time Slack alerts, and weekly Gmail email reports. Provid...
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Description Automatically consolidate Zendesk and Freshdesk ticket data into a unified performance dashboard with KPI calculations, Google Sheets logging, real-time Slack alerts, and weekly Gmail email reports. Provides complete visibility into support operations, SLA compliance, and customer satisfaction across multiple platforms. ๐๐ฌ๐ง
What This Template Does - Runs weekly on schedule to fetch tickets from both Zendesk and Freshdesk. โฐ - Merges ticket data into a standardized JSON structure with normalized priorities, statuses, and channels. ๐ - Logs all tickets and metadata into Google Sheets for audit-ready performance tracking. ๐ - Calculates advanced KPIs including resolution rates, SLA breaches, CSAT score estimation, urgent ticket rates, and performance grading. ๐ - Evaluates alert conditions (e.g., high SLA breach, low CSAT, backlog risk). ๐จ - Sends formatted Slack alerts with performance grades, key metrics, and recommendations. ๐ฌ - Generates corporate-style HTML weekly reports and delivers them via Gmail. ๐ง
Key Benefits - Unifies Zendesk and Freshdesk data into one consistent reporting flow. ๐ - Provides actionable KPIs for SLA monitoring, customer satisfaction, and backlog health. โฑ๏ธ - Ensures leadership visibility with Google Sheets logs and professional email reports. ๐งพ - Alerts the support team instantly on Slack when performance drops. ๐จ - Reduces manual data analysis with automated grading and recommendations. ๐ค
Features - Multi-Platform Ticket Integration โ Fetches tickets from Zendesk and Freshdesk. ๐ซ - Data Normalization โ Cleans descriptions, maps priorities/statuses, and detects escalations. ๐งผ - Google Sheets Logging โ Tracks tickets with IDs, URLs, tags, timestamps, and metadata. ๐ - KPI Calculation Engine โ Computes SLA breach rate, resolution rate, CSAT, escalation %, and more. ๐งฎ - Performance Grading โ Grades support performance (AโD) with detailed descriptions. ๐ - Slack Alerts โ Notifies with active alerts, recommendations, and emoji-based health signals. ๐ข - Weekly Gmail Reports โ Delivers branded HTML reports for management and audits. โจ
Requirements - n8n instance (cloud or self-hosted). - Zendesk API credentials with ticket read access. - Freshdesk API credentials with ticket read access. - Google Sheets OAuth2 credentials with spreadsheet write permissions. - Slack Bot API credentials with posting permissions. - Gmail OAuth2 credentials with send email permissions. - Pre-configured Google Sheet for KPI logging.
Target Audience - Support managers overseeing multi-platform ticketing systems. ๐ฉโ๐ป - Customer success teams monitoring SLA compliance and CSAT health. ๐ - SMBs running Zendesk + Freshdesk who need unified dashboards. ๐ข - Remote/global support teams needing automated KPI visibility. ๐ - Executives requiring weekly performance reports and recommendations. ๐
Step-by-Step Setup Instructions - Connect Zendesk, Freshdesk, Google Sheets, Slack, and Gmail credentials in n8n. ๐ - Update the Google Sheet ID in the โLog KPIs in Google Sheetsโ node. ๐ - Configure Slack channel ID for alerts (default: zendesk-churn-alerts). ๐ฌ - Replace {Enter Your Email} in the Gmail node with your recipient email. ๐ง - Adjust thresholds in the KPI calculation node (default: 4h response, 24h resolution). โฑ๏ธ - Test with sample tickets to validate Sheets logging, Slack alerts, and Gmail reports. โ - Deploy on schedule (default: weekly at 8 PM) for continuous tracking. ๐๏ธ