Customer Support

OKRs for Freshdesk

Tability Check-ins Graphs

Tability +

Freshdesk

Get live data from Freshdesk integrated into your OKRs

Automate check-ins via custom integrations with Zapier

Easily connect to all of your apps using Zapier, and create check-ins on your goals and OKRs automatically.

Browse integrations

Managing OKRs can be a hassle when your data is scattered across different tools. Pulling performance metrics or progress updates from various platforms is time-consuming and repetitive. Worse yet, you end up duplicating work—updating your OKRs in one place and entering the same data elsewhere. It’s a frustrating cycle that slows you down and distracts from focusing on results.

More often than not, this just leads to teams not updating their OKRs and letting them collect dust. It's just too cumbersome and distracting from the task at hand.

That's why teams trust Tability. Tability makes this part easy, by bringing all of your data into one place.

Using data connectors you can pull data from the apps where you do your work and where you collect data.

Connect data directly to your OKRs

Using Tability data connectors, you can have live data in your OKRs at all times. Once you add your data connector as a data source for an outcome/Key Result, Tability can:

  • Automatically pull the most recent value of the metric when you open the check-in form.
  • Perform a daily sync of the metric while the plan is active (Premium subscription only).

Example:

Auto-sync your data to create check-ins automatically

Once you have your data sources connected, you can enable auto-sync on your key results. What this does is it automatically creates check-ins on your Key Results so that you have the latest data in Tability at all times.

Automated check-ins in Tability

How to connect Tability to your data connectors

Connecting your data connectors to Tability is easy and takes only a few minutes:

  1. Go to Workspace Settings > Integrations
  2. Click on the app you'd like to connect.
  3. Follow the steps to connect your app to Tability
  4. Go to any key result and click on the 'add data connector' button in the top right.
  5. Select your app from the dropdown and hit save.

For more info on how to set up data connectors and how they work, visit our user guide.

Step 1

Connect to a data point in your app

Automate check-ins by connecting to data points via Zapier. Every time an action is performed in one of your apps, Tability creates a check-in for you!

When this happens
Create a check-in
Step 2

Automatically updates progress when the data is updated

Where are we now, and how far do we have to go? Tability shows you the entire journey, compared to your progress in real time.

Tability Check-ins Graphs
Step 3

Add context to numbers, and start discussions around outcomes

Adding your analysis helps your team understand the numbers, and fosters conversations to start around what’s most important in your org.

Check-in and comments

Tability +

Freshdesk

Get live data from Freshdesk integrated into your OKRs

Automate check-ins via custom integrations with Zapier

Easily connect to all of your apps using Zapier, and create check-ins on your goals and OKRs automatically.

Put goals at the center of your work

Seamlessly integrate your OKRs into your workflow.