How to Create Leads in Zendesk Sell with Information Added in Google Sheets

For companies, how quickly they can take action after a lead is registered is a crucial factor related to the success rate of deals and customer satisfaction. If the lead registration process is smooth, it seems likely that subsequent actions can be carried out smoothly. This article introduces how to integrate Google Sheets with Zendesk Sell. This integration can save the trouble of manual input and help maintain the consistency of registration information. It may also improve the efficiency of the sales process and the speed of lead response. Be sure to check out how to integrate them until the end.

Recommended for

The following people are encouraged to use the integration introduced this time.

Those who are utilizing both Google Sheets and Zendesk Sell
Sales representatives who manage information centrally in Google Sheets but feel challenged by manual input tasks
Sales managers who prioritize the speed of lead response and are looking for measures to enhance competitiveness
Managers who want to streamline the sharing of lead information between departments and improve operational efficiency
Business owners who want to increase operational efficiency through data integration and centralized management

Benefits and Examples of Integrating Google Sheets and Zendesk Sell

Benefit 1: Reduce the burden of manual input and achieve operational efficiency

By integrating Google Sheets with Zendesk Sell, leads are automatically created every time a new row is added. This eliminates the need for representatives to manually input lead information, saving time and effort.
For example, when collecting a lot of lead information at events or campaigns, simply entering participant information into Google Sheets allows it to be quickly reflected in Zendesk Sell, enabling the sales process to proceed smoothly. Quick actions on leads may lead to improved customer satisfaction.

Benefit 2: Improve data consistency with centralized information management

Since lead information managed in Google Sheets is automatically synchronized with Zendesk Sell, human errors such as duplicate entries or input mistakes can be reduced, increasing data accuracy.
For example, if the marketing department manages campaign leads in Google Sheets and the sales department manages customers in Zendesk Sell, it can prevent miscommunication between departments. Ensuring the consistency of shared information and using accurate information in operations can lead to smoother business progress.

Benefit 3: Strengthen competitiveness with faster lead response

When information is added to Google Sheets, leads are automatically created in Zendesk Sell, which can improve the speed of lead response. Quick response is a crucial factor in enhancing customer satisfaction.
For example, sales or marketing department representatives who start their approach triggered by the addition of lead information in Zendesk Sell may be able to accelerate their response speed as updates in Google Sheets are smoothly reflected in Zendesk Sell. Smooth lead registration allows for quicker responses than competitors, potentially leading to an increased success rate.

Now, let's explain how to create leads in Zendesk Sell when a row is added in Google Sheets using the no-code tool Yoom.

[What is Yoom]

How to Create Leads in Zendesk Sell with Information Added in Google Sheets

It is possible to receive notifications of added rows in Google Sheets using the Google Sheets API and register the record data registered in Google Sheets as lead information in Zendesk Sell using the API provided by Zendesk Sell.
Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

The integration flow is broadly divided into the following processes.

・Register Google Sheets and Zendesk Sell as My Apps
・Copy the template
・Set the trigger for Google Sheets, which serves as the starting point of the flow, and configure the subsequent operations in Zendesk Sell
・Turn on the trigger button and verify the integration operation between Google Sheets and Zendesk Sell

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Step 1: Connect Google Sheets and Zendesk Sell to My Apps

Let's start by registering the apps you will use in My Apps.
By registering in My Apps beforehand, you can set up the flow smoothly.

Let's begin with Google Sheets.
First, access My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter Google Sheets in the search box and select "Google Sheets" from the displayed options.
The following screen will appear, so click "Sign in with Google".

You will be taken to the account selection screen, so choose the account you want to use for the connection.

Review the terms for logging in and click "Next".

Confirm the connection details and click "Continue" to complete.

Next, register Zendesk Sell in My Apps.
Similarly, enter Zendesk Sell in the search box and select "Zendesk Sell" from the displayed options.
The following screen will appear, so enter the "Account Name" and "Access Token" and click "Add".

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

Step 2: Set the Trigger "When a Row is Added" in Google Sheets

Let's set up the integration flow!
Click "Try it" on the banner below to copy the flow bot.

Click to display an image like the one below, then press OK. When the following screen appears, check the "Title" and "Description". If changes are needed, you can click on the relevant section to make modifications. To set up Google Sheets initially, click "When a row is added". When the following screen appears, proceed with the settings below. "Title" → Can be changed if necessary "Google Sheets account information" → Verify the account is correct "Trigger Action" → When a row is added Once the setup is complete, click "Next". Let's configure Google Sheets. This time, we set it up as follows. Please configure the items as needed. The key point is to set a unique key like "Customer ID". Also, column G is left blank, but the lead ID issued after registering with Zendesk Sell will be added here later. Let's return to the Yoom settings. When the following screen appears, check the setup method. Scroll through the screen to configure the details. "Trigger Interval" → Please set it * The trigger can be set to intervals of 5, 10, 15, 30, or 60 minutes. Note that the shortest interval varies depending on the plan. "Spreadsheet ID" → Select from the options "Sheet ID" → Select from the options When you click the input field, options for the linked account will automatically appear below. You can input by clicking. Proceed further to configure the details of the sheet. "Table Range (Start)" → Set to A this time "Table Range (End)" → Set to G this time "Column with Unique Values" → Set to A this time Configure according to the contents of the Google Sheets used for integration. Once the setup is complete, execute "Test", and if successful, click "Save". Step 3: Set actions for Zendesk Sell "Create Lead" and Google Sheets "Update Record". Next, let's configure Zendesk Sell. Click "Create Lead", and when the following screen appears, proceed with the settings below. "Title" → Can be changed if necessary "Zendesk Sell account information" → Verify the account is correct "Action" → Create Lead Once the setup is complete, click "Next". Configure the API connection settings. Check the precautions and proceed with the screen. The output for each item set in Google Sheets is obtained in the trigger action. By using the output, you can use the values each time the flow is triggered. For more details on output, please see [here](https://intercom.help/yoom/ja/articles/8223528-%E3%82%A2%E3%83%97%E3%83%88%E3%83%97%E3%83%83%E3%83%88%E3%81%AB%E3%81%A4%E3%81%84%E3%81%A6). When you click the input field, output options will be displayed, so input each one. Once the input is complete, execute "Test", and if successful, click "Save" to complete. Update the original Google Sheets with the lead ID registered in Zendesk Sell. Click "Update Record", and when the following screen appears, proceed with the settings below. "Title" → Can be changed if necessary "Google Sheets account information" → Verify the account is correct "Action" → Update Record Scroll through the screen to configure the details of Google Sheets. "Spreadsheet ID" → Select the sheet used in the trigger action from the options "Spreadsheet Tab Name" → Select the tab used in the trigger action from the options "Table Range" → Set to A1:G this time Once the setup is complete, click "Next". When the screen changes, check the setup method. First, set the conditions for the record you want to update. Assuming "Customer ID" is set as a unique key, configure it as follows. Set the values for the updated record. Add the output of the ID obtained from Zendesk Sell to the "Lead ID" field to complete. Execute "Test", and if successful, click "Save". Step 4: Verify the automation operation of Google Sheets and Zendesk Sell. Finally, click "Turn ON Trigger" to complete the automation setup. Verify whether the flow bot is correctly triggered. Thank you for your hard work on the setup!

Other Automation Examples Using Google Sheets and Zendesk Sell

There are many other examples of automation using Google Sheets and Zendesk Sell on Yoom, so let me introduce a few.

1. Create a Deal in Zendesk Sell When a Row is Added in Google Sheets

The first example is a flow where a deal is created in Zendesk Sell using information added in Google Sheets. As with this case, it eliminates the hassle of manual entry and ensures the accuracy of information, allowing for smooth business operations.

2. Update a contact in Zendesk Sell when a row is updated in Google Sheets

The next flow introduces synchronizing updated contact information from Google Sheets to Zendesk Sell. This helps avoid forgetting updates or input errors, ensuring the accuracy of the information being managed.

3. Update a task in Zendesk Sell when a row is updated in Google Sheets

The last flowbot we introduce is one that updates a task in Zendesk Sell when information in Google Sheets is updated. If deadlines or notes related to tasks are automatically updated without manual work, it seems you can focus more on resolving the tasks.

Summary

By integrating Google Sheets with Zendesk Sell, you can eliminate the hassle of manual data entry, maintain data consistency, and enable quick lead response. This may lead to more efficient sales processes and faster lead handling. Additionally, it can result in quicker actions compared to competitors, enhancing the competitiveness of your sales team. As a result, improvements in customer satisfaction and conversion rates can be expected.

With Yoom, you can easily set it up without any coding, so take this opportunity to try it in your own operations!