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How to connect Google docs and Zendesk Sell
Create a New Scenario to Connect Google docs and Zendesk Sell
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or Zendesk Sell will be your first step. To do this, click "Choose an app," find Google docs or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
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Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zendesk Sell Node
Next, click the plus (+) icon on the Google docs node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Google docs and Zendesk Sell Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google docs and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Google docs, Zendesk Sell, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Google docs and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Google docs and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Google docs and Zendesk Sell
Google Docs + Zendesk Sell + Slack: When a new document is created in Google Docs, the automation searches for a deal in Zendesk Sell. If a deal is found, a Slack notification is sent to the sales team.
Zendesk Sell + Google Docs + PandaDoc: When a deal is updated in Zendesk Sell, specifically when the deal stage is updated, a new document is created in PandaDoc from a template using the deal data. Then, the created document is stored in Google Docs.
Google docs and Zendesk Sell integration alternatives
About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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About Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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FAQ Google docs and Zendesk Sell
How can I connect my Google docs account to Zendesk Sell using Latenode?
To connect your Google docs account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google docs and click on "Connect".
- Authenticate your Google docs and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk Sell leads from Google docs form submissions?
Yes, you can! Latenode's visual builder makes it simple to trigger lead creation in Zendesk Sell based on new Google docs form submissions, streamlining your sales process.
What types of tasks can I perform by integrating Google docs with Zendesk Sell?
Integrating Google docs with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell contacts from data in Google docs spreadsheets.
- Update deal stages in Zendesk Sell when a Google docs proposal is finalized.
- Generate personalized Google docs contracts using Zendesk Sell contact information.
- Archive completed Google docs proposals to Zendesk Sell deal records.
- Send automated email notifications based on updates in Google docs or Zendesk Sell.
How can I use AI with Google docs and Zendesk Sell?
Latenode's AI integration allows you to automatically summarize Google docs content and add it as notes to Zendesk Sell contacts.
Are there any limitations to the Google docs and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large Google docs files may take longer to process.
- Rate limits apply to both Google docs and Zendesk Sell APIs.
- Complex document formatting might not transfer perfectly.
