How to Create a Deal in Zendesk Sell When Transaction Information is Added to Google Sheets

Step 1: Register Google Sheets and Zendesk Sell as My Apps

Let's register Google Sheets and Zendesk Sell as My Apps in Yoom. By registering them in advance, automation settings become easier.

First, register Google Sheets as a My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen.

When the following screen appears, search for Google Sheets in the search bar or find it from the list of apps.

The following screen will appear, so log in to Google Sheets.

Next, register Zendesk Sell as a My App. Similarly, search for Zendesk Sell in the search bar or find it from the list. When the following screen appears, check the description and set the "Account Name" and "Access Token".

If Google Sheets and Zendesk Sell are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, please do so from the following page.
First, to set up Google Sheets, click "When a row is added".

Step 3: Set the Google Sheets trigger that starts the flow and the subsequent Zendesk Sell operation settings

When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Google Sheets" → Verify if correct
• "Trigger Action" → When a row is added
  

The method of setting will be displayed, so please check it.

Move to Google Sheets and set the item names for the transaction for testing.
The following is an example, so please set it as desired.
* Do not enter any values in the Transaction ID column yet.

The following screen will be displayed, so set the "Trigger Interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* The trigger interval varies depending on the plan, so please be careful.

Next, set the "Spreadsheet ID" from the candidates.
Click inside the frame to display the candidates and select the appropriate Spreadsheet ID.

Scroll and similarly select the "Sheet ID" from the candidates.

Next, make the following settings.

• "Table Range (Start)" → In this case, A
• "Table Range (End)" → In this case, I
  * Specify the alphabet of the last column of the item
• "Column with Unique Values" → Specify the column where values do not duplicate within the column
  * Be sure to specify a column with unique values.
  If values are duplicated, it may not work correctly, so please be careful.
  In this case, we specified B for the Contact ID column, but which column to specify is optional.

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Next, to set up Zendesk Sell, click "Create Deal".

• "Title" → Can be changed as desired
• "Account information linked with Zendesk Sell" → Verify if correct
• "Action" → Create Deal
  

The following screen will be displayed, so set the "Deal Name".
Select "Deal Name" from the output of "When a row is added".
The output of "When a row is added" will display the items set in Google Sheets.
By clicking the arrow in the red frame, the output will be displayed.

Scroll and similarly set the "Contact ID" using the output, just like the Deal Name.
If there are other necessary items, set them and click "Test" → "Test Successful" → "Save".

Next, to set up updating the unique key (Deal ID) from Zendesk Sell on the Google Sheets side, click "Update Record".
When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Google Sheets" → Verify if correct
• "Execution Action" → Update Record
  

The following screen will be displayed, so set the "Database Integration".

• "Spreadsheet ID", "Spreadsheet Tab Name" → Select from candidates or set as described
• "Table Range" → Set as desired
  

Check the following method of setting.

Scroll and set the "Condition for the Record to be Updated".
Here, use the unique value that was present at the time of the trigger to search for the target record.
In this case, we set it as follows.

Next, set the "Value of the Record After Update".
Since we will update the Deal ID obtained from Zendesk Sell, use the output from Zendesk Sell to set it as follows.

Step 4: Turn on the trigger button and check the integration operation between Google Sheets and Zendesk Sell

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot starts correctly.

Here is the template used this time.

Examples of Other Automations Using Google Sheets and Zendesk Sell

Yoom offers many other examples of automations using Google Sheets and Zendesk Sell, and here are a few of them.

1. A flow that automatically creates a lead in Zendesk Sell when a row is added in Google Sheets.
When you add lead information to Google Sheets, it is also reflected in Zendesk Sell, saving you the effort of manual entry.
This automation is recommended for those who want to quickly add new lead information to Zendesk Sell and ensure smooth handling.

2. This is a flow that automatically updates contacts in Zendesk Sell when a row is updated in Google Sheets.
It is recommended for those who add contacts to both Google Sheets and Zendesk Sell.
Automating the update of contacts allows for accurate data updates.

3. This is a flow that automatically updates tasks in Zendesk Sell when a row is updated in Google Sheets.
‍ When data in Google Sheets is updated, tasks in Zendesk Sell can be automatically updated based on that data.
This eliminates the need for manual task updates, reducing the burden on the person in charge.

Summary

By integrating Google Sheets with Zendesk Sell, you may reduce manual input and provide highly accurate operations.
Automatically reflecting transaction data from Google Sheets into Zendesk Sell can prevent input errors and omissions.
This will reduce movement between systems and enable speedy decision-making.
Additionally, it allows for the visualization of transaction data, which can be useful for data analysis.

Let's make the transcription of transaction data easier with automation using Yoom.