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 Google Sheets with name, domain, and contact count so you can run a gap analysis against the CRM account list before the quarterly business review on Friday.
The bad version of this week:
- You go to Freshdesk and look for a company export
- You find the export, download the CSV
- You realize the CSV does not include contact count — that is a separate field
- You write a formula to count contacts per company from a second export
- The second export has different company name formatting
- By Thursday night, the company list and the CRM account list still do not match up, and you are running 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 spreadsheet 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 via the Freshdesk API, and fills all four columns. You have a sheet ready for gap analysis before lunch.
What You Get
A Google Sheet with one row per Freshdesk company:
- Column A — company ID
- Column B — company name
- Column C — domain
- Column D — contact count
The contact count is the field that makes the gap analysis useful. Companies with zero contacts in Freshdesk are gaps — accounts in your CRM that have never had a support interaction. Companies with contacts but no CRM record are the opposite problem.
What If the Data Is Not Quite Ready
Company exports from Freshdesk often surface data quality issues before they become CRM problems. SheetXAI handles them inline.
When you want to flag companies with zero contacts immediately
A company record with no associated contacts is probably a data entry artifact, not a real customer.
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 in Freshdesk use inconsistent formats
Some companies have "acme.com," others have "www.acme.com," and some have no domain at all. You need them normalized before the CRM match.
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
You already have a CRM account list in the sheet — you want to check each Freshdesk company against it and flag matches and gaps.
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
You want to walk into the QBR with a single sheet that shows both datasets and the gaps between them.
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 section "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. The gap analysis is ready when the prompt finishes, not after two hours of formula work.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet, 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 Google Sheets overview.