■Overview
This is a flow to delete contacts in Zendesk Sell when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who utilize Google Sheets
・Those who manage data daily in Google Sheets but spend time on manual data updates
・Those who want to efficiently proceed with work by linking with other systems when data is updated
2. Those who conduct sales activities using Zendesk Sell
・Those who manage CRM in Zendesk Sell but find it cumbersome to organize contacts
・Those who want to automatically delete unnecessary contacts and keep CRM up to date
■Benefits of using this template
By using this automation flow, you can quickly delete contacts in Zendesk Sell in line with row updates in Google Sheets.
This prevents old contact information from remaining and maintains data integrity.
Additionally, it eliminates the hassle of manually deleting contacts, improving work efficiency.
Furthermore, automation reduces manual errors by employees, enhancing data accuracy.
Smooth data management can be achieved, leading to overall work efficiency improvement.
■Notes
・Please connect Yoom with both Google Sheets and Zendesk Sell.
・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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