1.Monitors new or updated rows
Integrate Google Sheets, spreadsheet columns, and mapping fields to detect updated purchase rows and capture the row identifier for matching.
Update CRM contacts from spreadsheet purchase rows nightly
Automatically monitor New or Updated Spreadsheet Row events across Google Sheets and Zendesk Sell. Update CRM contacts when purchase rows update, purchase references change, or emails matchβso you can update purchase fields, apply customer tags, and mark rows processed without manual data entry.
How this automation updates your purchase-tagged contacts
When purchase rows update in your spreadsheet, delayed CRM updates can lead to stale customer context. This automation detects updated spreadsheet rows and updates matching contacts with purchase metrics and tags and then marks rows processedβso your team works from current CRM data.
Google Sheetsor swap with your favorite app
2.Finds contact by email
Integrate Zendesk Sell and CRM contact search to find a contact by email and continue only for qualifying records.
Zendesk Sellor swap with your favorite app
3.Updates contact purchase fields
Integrate Zendesk Sell and CRM custom fields to overwrite purchase fields, add a customer tag, and update purchase totals.
4.Marks row as processed
Integrate Google Sheets and timestamp tracking to write a processed flag and timestamp to the configured column.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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