How to update a contact in Zendesk Sell when a row is updated in Google Sheets

When managing contacts across different departments, it can sometimes be difficult to determine which contact information is the most up-to-date.
To solve this issue, integrating Google Sheets with Zendesk Sell is the answer.
This article explains how to automatically update contact information in Zendesk Sell when a row is updated in Google Sheets.
Prevent manual data entry errors and keep your contact information always up-to-date.

Recommended for

Those who manage customer information using Google Sheets and Zendesk Sell but find manual updates cumbersome
Those who want to improve the efficiency of their sales team and automate data updates
Those who handle a large amount of customer information and want to reduce manual data entry errors
Those who want to synchronize information in a timely manner using Google Sheets and Zendesk Sell
Those responsible for ensuring customer information is always up-to-date to facilitate smooth sales activities

Benefits and Examples of Integrating Google Sheets with Zendesk Sell

Benefit 1: Reduce Manual Data Entry Errors

When contact information is updated in Google Sheets and then manually updated in Zendesk Sell, there can be errors in data entry or missed updates.
However, by leveraging automation, the information entered in Google Sheets is reflected in Zendesk Sell in a timely manner, reducing such errors.
For example, when the sales team updates records in Google Sheets, they are also synchronized with Zendesk Sell, eliminating the risk of sales representatives entering incorrect data.

Benefit 2: Improve Work Efficiency

Since updates to contact information in Google Sheets are automatically reflected in Zendesk Sell, there is no need for manual update work.
This automation allows the sales team to allocate time to other important tasks, improving overall work efficiency.
Additionally, for companies handling large amounts of data, it significantly reduces the time and effort required for manual work.
For example, by implementing automation, the sales team can complete update tasks that used to take several hours each month in just a few minutes, allowing them to focus that time on new sales and building relationships with clients.

Benefit 3: Reflect Latest Information

By integrating Google Sheets with Zendesk Sell and reflecting contact information in a timely manner, the efficiency of sales and support teams' operations will improve.
Since contact information is always kept up-to-date, sales representatives can proceed with negotiations based on the latest information, and support teams can respond to customers quickly and accurately.
For example, if an email address is changed, the updated information in Google Sheets is automatically reflected in Zendesk Sell.
This eliminates the risk of sales representatives contacting customers based on outdated information, ensuring smooth interactions.
By automating and reflecting data updates in a timely manner, the quality of sales activities and customer support is expected to improve, preventing errors and enhancing work efficiency.

Now, let's explain how to create invoices in Zendesk Sell using information from Google Sheets with the no-code tool Yoom.

[What is Yoom]

How to Update Contacts in Zendesk Sell When a Row is Updated in Google Sheets

It is possible to achieve this by receiving updated records from Google Sheets using the Google Sheets API and using the updated record information from Google Sheets to update contacts in Zendesk Sell using the API provided by Zendesk Sell.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

This time, the process is as follows.
Let's set it up together!

Integrate Google Sheets and Zendesk Sell with My Apps.
Copy the template.
Set up the trigger for Google Sheets 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.

Step 1: Integrate My App

Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate your current Google Spreadsheet with Yoom.
From the left side of the Yoom page, select My App → New Connection.

Search for Google Spreadsheet and log in.
Then, you will see this screen, and if there are no issues, click Continue.

Next, integrate with Zendesk Sell.
Please configure the required fields on the following screen.

It's okay if Google Spreadsheet and Zendesk Sell are integrated with My App.

Step 2: Set Triggers and Actions

Open the template page and click 'Try this template'.

If you are using Yoom, please log in. If you are new, please register as a member.
If you proceed as it is, the template will be automatically copied to your workspace.
Please change the template name as needed.
Click on My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.
Items to prepare A Google Spreadsheet with employee information registered.
Please refer to the image for the header. Now, let's set up the app trigger.
Select "When a row is updated".
Please change the title as you like.
After confirming the account information to be linked, proceed to the next step.
Please enter the required items. Trigger activation interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*The selection of activation intervals varies depending on the plan. Set the table range to include everything, including the header. Column with unique values
*Be sure to select a column where values do not overlap! Here, move to Google Spreadsheet and update the record.
This time, I changed the phone number and entered Update in the update judgment column.
(Because it is set in the column where you want to detect updates)
Return to Flowbot and test.
Save when the record information from Google Spreadsheet is reflected in the output.
Next, click "Update Contact".
Please also check the account information to be linked.
Proceed to the next step and set the items.
Select from the output as shown below.
Please set other items as needed.
Test this as well, and save if successful.
Thank you for your hard work so far.
Even I, who am not familiar with programming, was able to proceed easily. Here is the Flowbot used this time ↓

Other Automation Examples Using Google Sheets and Zendesk Sell

Additionally, Yoom offers templates using Google Sheets and Zendesk Sell, so let me introduce a few!

1.Create a lead in Zendesk Sell when a row is added in Google Sheets flow.

If you are manually adding lead information, the more leads you have, the more time and effort it takes.
By using this flow, leads can be registered in Zendesk Sell using information from Google Sheets, which can help reduce working time.

2.Create a deal in Zendesk Sell when a row is added in Google Sheets flow.

If you are manually creating deals in Zendesk Sell, there is a possibility of missing entries or input errors.
By using this flow, deals are registered in Zendesk Sell on time, preventing the aforementioned mistakes.

3.This is a flow to update a task in Zendesk Sell when a row is updated in Google Sheets.

When managing tasks across multiple tools, it's often difficult to keep both progress statuses synchronized, making it hard to know which one is the most up-to-date.
With this flow, you can conveniently update task deadlines and other details in Zendesk Sell using information from Google Sheets.

Summary

This time, we introduced the flow bot "Update Zendesk Sell contacts when a row is updated in Google Sheets".
The integration of Google Sheets and Zendesk Sell is expected to improve the operational efficiency of sales teams.
By reducing manual data entry errors and improving work efficiency, more time can be allocated to sales activities.
Additionally, by always reflecting the latest customer information, it is anticipated that sales and support teams can respond quickly and accurately.

Please refer to the steps in this article and try integrating Google Sheets with Zendesk Sell.