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n8n templateFreeBy Rahul Joshi

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. ๐Ÿ“Š๐Ÿ’ฌ๐Ÿ“ง

What This Template Does - Runs weekly on schedule to fetch tickets from both Zendesk and Freshdesk. โฐ - Merges ticket data into a standardized JSON structure with normalized priorities, statuses, and channels. ๐Ÿ”„ - Logs all tickets and metadata into Google Sheets for audit-ready performance tracking. ๐Ÿ“‘ - Calculates advanced KPIs including resolution rates, SLA breaches, CSAT score estimation, urgent ticket rates, and performance grading. ๐Ÿ“Š - Evaluates alert conditions (e.g., high SLA breach, low CSAT, backlog risk). ๐Ÿšจ - Sends formatted Slack alerts with performance grades, key metrics, and recommendations. ๐Ÿ’ฌ - Generates corporate-style HTML weekly reports and delivers them via Gmail. ๐Ÿ“ง

Key Benefits - Unifies Zendesk and Freshdesk data into one consistent reporting flow. ๐ŸŒ - Provides actionable KPIs for SLA monitoring, customer satisfaction, and backlog health. โฑ๏ธ - Ensures leadership visibility with Google Sheets logs and professional email reports. ๐Ÿงพ - Alerts the support team instantly on Slack when performance drops. ๐Ÿšจ - Reduces manual data analysis with automated grading and recommendations. ๐Ÿค–

Features - Multi-Platform Ticket Integration โ€“ Fetches tickets from Zendesk and Freshdesk. ๐ŸŽซ - Data Normalization โ€“ Cleans descriptions, maps priorities/statuses, and detects escalations. ๐Ÿงผ - Google Sheets Logging โ€“ Tracks tickets with IDs, URLs, tags, timestamps, and metadata. ๐Ÿ“ˆ - KPI Calculation Engine โ€“ Computes SLA breach rate, resolution rate, CSAT, escalation %, and more. ๐Ÿงฎ - Performance Grading โ€“ Grades support performance (Aโ€“D) with detailed descriptions. ๐Ÿ… - Slack Alerts โ€“ Notifies with active alerts, recommendations, and emoji-based health signals. ๐Ÿ“ข - Weekly Gmail Reports โ€“ Delivers branded HTML reports for management and audits. โœจ

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. ๐Ÿ‘ฉโ€๐Ÿ’ป - Customer success teams monitoring SLA compliance and CSAT health. ๐Ÿš€ - SMBs running Zendesk + Freshdesk who need unified dashboards. ๐Ÿข - Remote/global support teams needing automated KPI visibility. ๐ŸŒ - Executives requiring weekly performance reports and recommendations. ๐Ÿ“ˆ

Step-by-Step Setup Instructions - Connect Zendesk, Freshdesk, Google Sheets, Slack, and Gmail credentials in n8n. ๐Ÿ”‘ - Update the Google Sheet ID in the โ€œLog KPIs in Google Sheetsโ€ node. ๐Ÿ“Š - Configure Slack channel ID for alerts (default: zendesk-churn-alerts). ๐Ÿ’ฌ - Replace {Enter Your Email} in the Gmail node with your recipient email. ๐Ÿ“ง - Adjust thresholds in the KPI calculation node (default: 4h response, 24h resolution). โฑ๏ธ - Test with sample tickets to validate Sheets logging, Slack alerts, and Gmail reports. โœ… - Deploy on schedule (default: weekly at 8 PM) for continuous tracking. ๐Ÿ—“๏ธ