■Overview
This is a flow that creates a contact 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 want to streamline their work using Google Sheets
・Those who manage data with Google Sheets but find manual registration cumbersome
・Those who want to automatically execute actions when data is updated or added
2. Those who use Zendesk Sell for customer management
・Those who manage customer data with Zendesk Sell but want to smoothly register new contacts
・Those who want to quickly reflect changes in Google Sheets to Zendesk Sell
■Benefits of using this template
By implementing a flow that automatically creates a contact in Zendesk Sell when a row is added in Google Sheets, there are many advantages.
First, it eliminates the hassle of manual data transfer, improving work efficiency.
This allows you to allocate valuable time to other important tasks.
Additionally, automation reduces the risk of input errors and data discrepancies, maintaining data accuracy.
By responding quickly based on accurate information, the quality of customer service improves, leading to increased customer satisfaction.
Furthermore, smooth information sharing across the team enhances collaboration, enabling more effective sales activities.
■Notes
・Please connect both Google Sheets and Zendesk Sell with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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