■Overview
This is a flow that creates a deal in Zendesk Sell when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who find manual management challenging and are looking for a flow to easily track data
2. Those who manage their sales process using Zendesk Sell
・Those who manage deals and customer information using Zendesk Sell but want to automate the entry of new deals
・Those who want to streamline sales activities, reduce unnecessary manual work, and ensure accurate recording of deal information
■Benefits of using this template
By implementing a flow that automatically creates a deal in Zendesk Sell when a row is added in Google Sheets, you can reduce the hassle of double data entry.
This allows the information entered in Google Sheets to be quickly reflected in Zendesk Sell, enabling prompt responses based on the latest data.
Additionally, it prevents manual transcription errors and maintains data accuracy, thereby improving operational efficiency.
By utilizing this flow, information sharing among members becomes smoother, and deal management becomes more efficient.
As a result, you can prevent deal omissions and delays, accelerating business growth.
■Notes
・Please connect both Google Sheets and Zendesk Sell with Yoom.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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