When a row is added in Google Sheets, create a lead in Zendesk Sell.

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■Overview

This is a flow that creates a lead in Zendesk Sell when a row is added to a Google Spreadsheet.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who manage data using Google Spreadsheets

・Those who manage customer and lead information in Google Spreadsheets but find data updating cumbersome

・Those who want to efficiently reflect lead information in Zendesk Sell

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2. Those who conduct sales activities using Zendesk Sell

・Those who want to smoothly proceed with sales activities by linking data between Google Spreadsheets and Zendesk Sell

・Those who want to quickly add new lead information to Zendesk Sell to prevent missing follow-ups

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■Benefits of using this template

By linking Google Spreadsheets and Zendesk Sell, centralized data management becomes possible, improving work efficiency.
Whenever a new row is added in Google Spreadsheets, a lead is automatically created in Zendesk Sell, eliminating the need for manual input.
This reduces input errors and ensures accurate data management.

Additionally, as lead information is quickly reflected, the sales team can respond promptly, preventing lead loss.
As a result, the speed and quality of customer response improve, contributing to increased sales.

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■Notes

・Please connect both Google Spreadsheets and Zendesk Sell with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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Zendesk Sell

Yoom allows you to integrate with Zendesk Sell's API without any code, enabling you to automate operations in Zendesk Sell via the API. For example, you can register lead information acquired from Facebook ads into Zendesk Sell, or automatically create PDF documents using information within Zendesk Sell and send them to clients.

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