■Overview
This is a flow that creates a task 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 with Google Sheets
・If you manage sales or task data in Google Sheets but find manual updates and checks cumbersome
2. Those who use Zendesk Sell for sales activities
・If you manage customers and tasks in Zendesk Sell but find manually adding tasks cumbersome
・If you want to automate the integration of Google Sheets and Zendesk Sell to improve work efficiency
■Benefits of using this template
By integrating Google Sheets and Zendesk Sell, task management is automated.
This eliminates the need to manually create tasks every time a row is added, improving work efficiency.
Furthermore, you can manage important tasks without omission, improving the quality of customer service.
With centralized task management, team transparency and communication are enhanced, ensuring smooth project progress.
Utilizing this flow can ultimately support business growth.
■Notes
・Please integrate 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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