■Overview
This is a flow that deletes deals 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 sales activities using Google Sheets
・Those who use Google Sheets to manage data with their sales team but find updating deal information cumbersome
・Those who want to automatically delete deal data in Zendesk Sell according to data updates and efficiently maintain the latest information
2. Those who manage customers using Zendesk Sell
・Those who centrally manage deal information in Zendesk Sell but find it difficult to organize due to leftover old deal data
・Those who want to easily delete unnecessary deal data by simply updating rows in Google Sheets to improve work efficiency
■Benefits of using this template
By integrating Google Sheets and Zendesk Sell, deal management is centralized, allowing you to work more efficiently.
Every time information is updated in Google Sheets, deals in Zendesk Sell are automatically deleted, eliminating the need for manual work.
This saves time and allows you to focus on other important tasks.
Furthermore, automation reduces human errors and improves data accuracy.
Also, regular checks and manual data organization are no longer necessary, enhancing the precision and speed of operations.
■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)
