■Overview
This is a flow that updates lead information in Zendesk Sell when a row is updated in Google Sheets.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who regularly update data using Google Sheets but find it cumbersome to manually reflect it in other tools
・Those who want to efficiently manage information while maintaining data consistency across multiple tools
2. Those who use Zendesk Sell as a sales management tool
・Those who manage leads using Zendesk Sell but find it complicated to manually update the latest information
・Those who aim for consistent data management across multiple platforms and want to automate their sales process
■Benefits of using this template
By integrating Google Sheets with Zendesk Sell, you can automatically update lead information.
This allows for quick follow-up on leads, ensuring you don't miss business opportunities.
Additionally, as lead information is managed in its most current state, the efficiency of the sales team is improved.
Moreover, since the information entered in Google Sheets is automatically reflected in Zendesk Sell, the hassle of manual data entry is eliminated.
As a result, input errors are reduced, and it becomes easier to maintain data accuracy.
■Notes
・Please integrate both Google Sheets and Zendesk Sell with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
.avif)
