Google Sheets + Zendesk Sell
Create Zendesk Sell notes from new Google Sheets spreadsheet rows in team drive
Keep your sales team informed and organized by automatically creating notes in Zendesk Sell whenever a new row is added to your Google Sheets. With this workflow, you'll be able to seamlessly transfer relevant information from your spreadsheet to Zendesk Sell, ensuring that your team stays up-to-date with all the important details on each prospect or client. Streamline your sales process and save time on manual data entry with this efficient automation.
Keep your sales team informed and organized by automatically creating notes in Zendesk Sell whenever a new row is added to your Google Sheets. With this workflow, you'll be able to seamlessly transfer relevant information from your spreadsheet to Zendesk Sell, ensuring that your team stays up-to-date with all the important details on each prospect or client. Streamline your sales process and save time on manual data entry with this efficient automation.
- When this happens...New Spreadsheet Row (Team Drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
- automatically do this!Create Note
Creates a new note for an existing lead, contact or deal.
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