Connect Freshdesk to Power BI

Don’t want to lose to competitors when it comes to customer support? Connect your Freshdesk to Power BI using Windsor and leverage the full potential of your Freshdesk data by gaining access to visually appealing reports.

Freshdesk to Power BI

Why do I need Freshdesk and Power BI integration?

Integrating Freshdesk with Power BI using Windsor’s no-code integration tool can be very beneficial for businesses. They can centralize their customer support while gaining insights simultaneously on a single platform. By using Power BI enterprises can gain access to key metrics and analyze trends without switching between platforms thus allowing for quick and efficient movement. Freshdesk can provide real-time data to Power BI to help make timely data-driven decisions and identify issues on time.

 

Centralized Data

Using Freshdesk with Power BI, businesses can centralize their customer support data to create a personalized dashboard and comprehensive reports showcasing key metrics and data. This allows businesses to read data more efficiently and gain insights into customer trends, performances, etc.

 

Visualizing Data

Businesses can rely on Power BI for data visualization tools which can help them create simple and straightforward visuals. By using Freshdesk, they can create a personalized dashboard as per their business requirement which can be valuable in understanding key inputs regarding their customer support team such as effectiveness, trends, and response time, among others.

 

Real-Time Data

By integrating Freshdesk with Power BI, enterprises can access real-time data from Freshdesk into Power BI allowing for up-to-date metrics and insights. This can allow management to take on-the-spot and quick decisions while also enabling them to deal with issues in real time.

 

Efficient Decision-Making

Integrating the two allows businesses to analyze the data received from Freshdesk in Power BI, this allows for simple and easy-to-digest reports for the management which can give them useful insights such as identifying patterns and trends, quality of customer support, and areas of improvement. Such insights can help management to make data-driven decisions and further boost customer experience.

 

Automate Reporting

By using Freshdesk enterprises can import data in real-time and by integrating Power BI they can now automate reporting by scheduling their work beforehand. This can save a lot of time and resources for the enterprise while also reducing the manual work required for creating and updating each report. By automating reports they ensure that the stakeholders and management have access to real-time data and reports allowing for quicker decision making.

How to connect Freshdesk to Power BI

1. Register

Register or login if you already have an account.

 2. Select your source
You need to select Freshdesk as a Data Source and Grant Access to Windsor.ai.

Freshdesk source

3. Select Destination

Choose Power BI as the destination.

power-BI-destination

4. Sync your Data
Select the fields on the right, and click on “Get data” from the WEB in Power BI.

Power Bi click on “Get data” from WEB
Then copy the URL in the box below:

copy URL in box

FAQs

What is Freshdesk?

Freshdesk is a cloud-based customer engagement solution that lets businesses streamline their customer support using Freshdesk’s customer service software. Using Freshdesk helps businesses efficiently run and manage their customers by supporting their customers through various platforms such as email, social media, chats, phone calls, etc. The Chennai, India-based Company provides tools for building customer relationships, e-commerce marketing, and IT service management. 

What is Power BI?

Power BI is a Microsoft-developed data visualization software tool to help with business intelligence. It is an analytical tool that converts data into interactive insights with a range of tools such as KPIs, combo charts, graphs, scatter plots, etc, allowing businesses to detect patterns and other info. Power BI lets businesses collect, review, and visualize their data across sources, producing crucial insights to help make accurate and quick decisions. Power BI is designed to be accessible to everyone, from business analysts to professionals without any data expertise. 

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