How to update tasks in Zendesk Sell when a row is updated in Google Sheets by integrating Google Sheets with Zendesk Sell

In the business field, efficient data management and task management are required. Especially for those who utilize Google Sheets and Zendesk Sell, integrating these tools can lead to improved efficiency and accuracy in operations.
This article explains how to automatically update tasks in Zendesk Sell when a row is updated in Google Sheets. Achieve this integration without coding and streamline your daily operations.

Recommended for

Those who use Google Sheets and Zendesk Sell individually
Those who use Google Sheets and Zendesk Sell for sales activities but find updating information cumbersome
Those aiming to improve operational efficiency by integrating Google Sheets and Zendesk Sell

Benefits and Examples of Integrating Google Sheets and Zendesk Sell

Benefit 1: Improved Efficiency and Reduced Human Errors

By integrating Google Sheets and Zendesk Sell, tasks that were manually updated can be automated. This prevents human errors such as data entry mistakes and oversights, thereby improving the accuracy of operations. For example, if a sales team manages progress in a spreadsheet, any new updates will be timely reflected in Zendesk Sell tasks, reducing the effort of double entry. This automation allows the entire team to proceed smoothly with their work and avoids the risk of missing important tasks.

Benefit 2: Visualization of the Sales Process

Synchronizing data managed in Google Sheets with Zendesk Sell allows centralized management of individual tasks and project progress. For example, the priorities and deadlines of sales activities become clear, preventing task omissions and duplications. Additionally, managers can grasp the progress of operations in real-time and make necessary adjustments promptly.

Benefit 3: Enhanced Communication with Clients

When client information managed through spreadsheets is timely reflected in Zendesk Sell, sales representatives can always respond based on the latest information. For instance, when new client requests or project progress are recorded in the spreadsheet, Zendesk Sell tasks are updated accordingly, enabling quick follow-ups. This strengthens trust with clients and ensures high-quality service delivery.

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How to Update Zendesk Sell with Content Added to Google Sheets

It is possible to achieve this by using the Google Sheets API to receive updates when a row is updated in Google Sheets and using the API provided by Zendesk Sell to update task records in Zendesk Sell with the updated row information.
Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.
This time, we will create it through the following process.

Integrate Google Sheets and Zendesk Sell as a My App
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 operation of the integration flow between Google Sheets and Zendesk Sell

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Step 1: Integrate Google Sheets and Zendesk Sell with My Apps

Register My Apps to connect Google Sheets and Zendesk Sell to Yoom.
Completing the My Apps registration first will allow you to proceed smoothly with the automation settings.

Click on My Apps on the left side of the Yoom page and select "New Connection".

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Enter Google Sheets in the search box, select Google Sheets from the search results, and log in from the displayed screen.

Select the account on the account selection screen, and if there are no issues after logging in, click "Continue" on the displayed screen.

Next, register Zendesk Sell with My Apps.
Similar to the Google Sheets registration, click on My Apps on the left side of the Yoom page and select "New Connection".
Enter Zendesk Sell in the search box, select Zendesk Sell from the search results, fill in the required fields on the displayed screen, and click "Add".

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

Step 2: Copy the Template

Open the template page below and click "Try this template".

The template will be automatically copied to your workspace.
Next, click "OK" on the displayed screen.

Step 2: Set the trigger for the Google Spreadsheet that initiates the flow and configure the subsequent operations in Zendesk Sell

Click "OK" on the previous screen, then click the app trigger "When a row is updated" on the displayed screen.
*This screen is displayed when you click "Update tasks in Zendesk Sell when a row is updated in the [Copy] Google Spreadsheet" in the Flowbot under "My Projects" on the left side of the Yoom page.

Enter the required fields on the displayed screen and click "Next".

Configure the details on the displayed screen.
Select the "Trigger Interval".
*The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.

Select "Spreadsheet ID" and "Sheet ID" from the options.
When you click the input field, the options for the linked accounts will be displayed automatically. Select an option to complete the input.

Once the input is complete, execute the "Test" and if successful, click "Save".
The displayed output can be utilized in the next settings as indicated by "This value can be used in other operations."

Next, let's configure Zendesk Sell.
Click "Update tasks" to link with the app, and the following screen will be displayed. Proceed with the settings below.
Once the input is complete, click "Next".
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Configure the API connection settings.
The output for each item set in Google Spreadsheet will be retrieved.
Click the input field to display the output options, and enter each one.
Once the input is complete, execute the "Test" and if successful, click "Save".

Step 4: Turn on the trigger button and verify the operation of the integration flow between Google Spreadsheet and Zendesk Sell

Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.

The template used this time is as follows.

Other Automation Examples Using Google Sheets and Zendesk Sell

Yoom also offers templates using Google Sheets and Zendesk Sell, so here are a few examples.

1. Create a lead in Zendesk Sell when a row is added in Google Sheets
Manually adding lead information can be time-consuming and labor-intensive. By using this flow, you can register leads in Zendesk Sell using information from Google Sheets, which can help reduce work time.

2. When a row is added in Google Sheets, create a deal in Zendesk Sell
If you are manually creating deals in Zendesk Sell, there is a risk of missing registrations or input errors. By using this flow, deals can be registered in Zendesk Sell in a timely manner, helping to prevent mistakes.

3. Update a contact in Zendesk Sell when a row is updated in Google Sheets
This mechanism synchronizes updated contact information from Google Sheets to Zendesk Sell. By using this flow, you can avoid forgetting to update information or input errors, ensuring the accuracy of the information you manage.

Summary

This time, we introduced a flowbot that "updates a contact in Zendesk Sell when a row is updated in Google Sheets."
The integration between Google Sheets and Zendesk Sell is expected to improve the operational efficiency of sales teams. By reducing manual data entry errors and enhancing work efficiency, you can conduct sales activities more effectively. Additionally, by always reflecting the latest customer information, sales and support teams are expected to respond quickly and accurately.
Please refer to this article and try integrating Google Sheets with Zendesk Sell.