■Overview
This is a flow that updates contacts in Zendesk Sell when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies that primarily use Google Sheets for information management
・Those who manage customer data in Google Sheets but find manual updates cumbersome
2. Those who use Zendesk Sell for sales activities
・Those who manually input customer information into Zendesk Sell but feel it is not updated with the latest information
・Those who want to conduct efficient sales activities by having data changes in the spreadsheet automatically reflected in Zendesk Sell
■Benefits of using this template
By implementing this flow, which automatically updates contacts in Zendesk Sell every time a row is updated in Google Sheets, it becomes easier to maintain data consistency.
You can save time and effort as there is no need to manually transfer information.
Additionally, since the latest information is always reflected in Zendesk Sell, the sales team can respond quickly based on accurate data.
This can lead to improved customer satisfaction and increased sales.
Furthermore, smooth information sharing between teams can facilitate internal communication.
■Notes
・Please connect both Google Sheets 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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