What This Workflow Does
This automation solution solves the common challenge of managing support performance across multiple ticketing platforms. By connecting Zendesk and Freshdesk, it creates a unified view of your support operations with calculated KPIs, automated alerts, and scheduled reports.
The workflow runs weekly to fetch tickets from both platforms, normalizes the data into a consistent format, calculates key performance indicators, logs everything to Google Sheets for historical tracking, sends real-time Slack alerts for critical issues, and generates professional email reports for management review.
How It Works
Step 1: Data Collection
The workflow retrieves ticket data from both Zendesk and Freshdesk APIs, including ticket details, response times, resolution status, and customer satisfaction scores.
Step 2: Data Normalization
Ticket data from both platforms is standardized into a common format, mapping different statuses, priorities, and categories to enable apples-to-apples comparison.
Step 3: KPI Calculation
Key metrics are calculated including first response time, resolution time, SLA compliance rates, customer satisfaction trends, and ticket volume patterns.
Step 4: Alert Evaluation
The system checks for critical conditions like SLA breaches, low satisfaction scores, or unusual ticket volume spikes that require immediate attention.
Step 5: Reporting & Notification
Formatted Slack messages are sent to relevant teams, and comprehensive weekly reports are emailed to stakeholders with performance grades and recommendations.
Who This Is For
This workflow is ideal for:
- Support managers overseeing teams using both Zendesk and Freshdesk
- Customer success leaders needing visibility into support performance
- Operations teams managing SLAs across multiple platforms
- Executives requiring consolidated reporting on customer support
- Companies transitioning between support platforms
What You'll Need
- Active Zendesk account with API access
- Active Freshdesk account with API access
- Google Sheets prepared for data logging
- Slack workspace for receiving alerts
- Gmail account for sending reports
- n8n instance (cloud or self-hosted)
Pro tip: Create a dedicated Google Sheet template with pre-formatted tabs for each metric category before implementing this workflow.
Quick Setup Guide
- Download the template file
- Import into your n8n instance
- Configure Zendesk and Freshdesk API connections
- Set up Google Sheets, Slack and Gmail integrations
- Adjust alert thresholds to match your SLAs
- Test with sample data
- Schedule to run weekly
Key Benefits
Time savings: Reduces manual reporting work by 10+ hours per week by automating data collection and analysis.
Improved visibility: Provides leadership with a single dashboard showing performance across all support channels.
Proactive management: Instant alerts enable faster response to emerging issues before they impact customers.
Data consistency: Eliminates discrepancies between platforms by applying uniform measurement standards.
Historical tracking: Maintains complete records in Google Sheets for trend analysis and auditing.