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

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■Overview

This is a flow that creates a note in Zendesk Sell when a row is added in Google Sheets.

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

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■Recommended for

1. Those who use Google Sheets regularly

・Those who want to streamline data management on Google Sheets

・Those who want to quickly integrate the content of added rows with other tools

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2. Those who manage sales activities using Zendesk Sell

・Those who want to efficiently create sales notes and record important information without omission

・Those who want to automatically reflect updates from Google Sheets in Zendesk Sell

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■Benefits of using this template

By linking Google Sheets with Zendesk Sell, a note is automatically created when a new row is added, eliminating the need for manual input.
This saves time on data entry tasks and allows for efficient data management.

Additionally, as information is updated quickly, the entire team can always share the latest information.
Rapid and accurate information sharing improves the quality of sales activities and increases the speed of customer response.

Furthermore, the risk of errors from manual work is reduced, achieving highly reliable data management.

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■Notes

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

・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, 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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