■Overview
This is a flow to update a deal 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 manage deal data in Google Sheets but find manual updates cumbersome
2. Those who manage customer information using Zendesk Sell
・Those who manage deals in Zendesk Sell but do not want to manually reflect updates from spreadsheets
・Those who want to manage deal data efficiently and streamline team operations
■Benefits of using this template
By integrating Google Sheets and Zendesk Sell, you can automate your sales process and improve operational efficiency.
Specifically, every time a row is updated in Google Sheets, the deal in Zendesk Sell is automatically updated, eliminating the need for manual data entry and reflection.
This reduces the risk of human error and ensures accurate information management.
Additionally, with rapid information updates, the sales team can quickly grasp the latest deal status, enabling prompt and appropriate responses.
This will improve customer satisfaction and contribute to increased sales.
■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.
.avif)
.png)
.avif)
