When a row is updated in Google Sheets, update the note in Zendesk Sell.

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■Overview

This is a flow that updates notes in Zendesk Sell when a row is updated in Google Sheets.

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

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■Recommended for

1. Those who manage data using Google Sheets

・Those who want to link updated data in Google Sheets with other tools

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2. Those who conduct sales activities using Zendesk Sell

・Those who manage client information and activity records in Zendesk Sell and want to link it with Google Sheets

・Those who want each person in charge to easily share the latest information

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■Benefits of using this template

By linking Google Sheets with Zendesk Sell, you can maintain data consistency and quickly reflect information updates.
This allows updates in Google Sheets to be promptly reflected in Zendesk Sell notes, speeding up operations.

Additionally, it eliminates the hassle of manual information updates, improving operational efficiency.
It also contributes to smoother communication and strengthens team collaboration.
By utilizing this automated flow, you can save time and effort, allowing you to focus on important tasks.

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■Notes

・Please connect 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 may vary 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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