The Scenario
You are a sales enablement manager. Your CRM has 300 accounts and the sales team keeps asking whether each account has a Freshdesk presence — contacts, ticket history, company record. You need to pull all Freshdesk company records into Excel with name, domain, and contact count before the quarterly business review on Friday.
The bad version of this week:
- You export companies from Freshdesk to CSV
- You open it in Excel
- You realize contact count is not in the export — it is a separate API field
- You try to match company names to your CRM account tab using VLOOKUP
- The VLOOKUP fails on inconsistent naming
- You run the QBR with a gap analysis you do not trust.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls Freshdesk company data — including enriched fields like contact count — in one pass.
Open the SheetXAI sidebar and type:
List all companies in Freshdesk and write company ID, name, and domain into columns A, B, and C. For each company, also fetch the count of associated contacts and write it into column D.
SheetXAI fetches the company list, counts contacts per company, and fills all four columns. You have a workbook ready for gap analysis before lunch.
What You Get
An Excel workbook with one row per Freshdesk company: company ID, name, domain, and contact count. Companies with zero contacts in column D are gaps — accounts that exist in Freshdesk but have never had a contact attached.
What If the Data Is Not Quite Ready
When you want to flag companies with zero contacts immediately
List all Freshdesk companies with ID, name, domain, and contact count in columns A through D. In column E, write "No contacts – review" for any company where the contact count is 0.
When company domains use inconsistent formats
List all Freshdesk companies and write ID, name, and domain into columns A, B, and C. Normalize the domain in column C: strip any "www." prefix and convert to lowercase. Write the contact count into column D.
When you want to add a CRM match status column
List all Freshdesk companies with ID, name, domain, and contact count into columns A through D. Then check each company name in column B against the CRM account names in the CRM tab, column A. Write "matched" or "not in CRM" into column E.
When you want the full gap analysis — Freshdesk companies, CRM accounts, and a joined view — in one prompt
List all Freshdesk companies with ID, name, domain, and contact count in columns A through D. In a separate section below, list all rows from the CRM tab that do not have a matching company name in Freshdesk — label this "CRM accounts not in Freshdesk." In a third section, list all Freshdesk companies that do not appear in the CRM — label it "Freshdesk companies not in CRM."
The pattern: instead of pulling two exports and reconciling them manually, you ask SheetXAI to pull the Freshdesk data and do the join in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to list your Freshdesk companies with contact counts. The Freshdesk integration is included in every SheetXAI plan. See also how to bulk-import contacts into Freshdesk or the Freshdesk in Excel overview.