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Google Sheets is an essential tool for organizing, managing, and storing data.
It’s especially useful for marketers who handle large volumes of data daily and sales teams who rely on efficient customer management.
For example, if you’re running ads via Meta Ads (Facebook), you can automatically add the lead data you collect into a Google Spreadsheet. This makes it much easier to track which products your prospects are interested in, which ads are getting attention, and more. It also allows for smooth collaboration across your team by centralizing and visualizing all the lead data.
In this article, we’ll show you how to integrate these two powerful tools—Meta Ads and Google Sheets—to automate your lead management workflow.
In this article, we'll demonstrate how to integrate HubSpot and Google Sheets using the no-code tool "Yoom." No complicated settings or operations are required, so even non-engineers can easily implement it. You can start right away using the template below, so feel free to give it a try!
■Overview
This is a flow where lead information registered in Facebook Ads is also added to the database in Google Sheets.
■Recommended for
1. Marketing Personnel
・Those who want to analyze Facebook Ads results by linking them with Google Sheets data
・Those who want to visualize lead information in Google Sheets and share it with their team
2. Sales Personnel
・Those who want to quickly respond to lead information acquired from Facebook Ads using the Google Sheets database
・Those who want to centrally manage the progress of leads on Google Sheets
■Benefits of Using This Template
To properly manage and utilize lead information acquired through Facebook Ads, integration with other systems is essential. Having a mechanism to automatically add lead information to Google Sheets can eliminate the need for manual data entry, enabling more efficient marketing activities.
By utilizing this flow, lead information obtained from Facebook Ads is automatically transferred to Google Sheets, eliminating the need for manual data entry tasks.
This significantly improves operational efficiency and reduces human error.
■Notes
・Please integrate both Facebook Ads and Google Sheets with Yoom.
[About Yoom]
Now, let's create a flow bot that "adds leads to Google Sheets when lead information is registered in Meta Ads (Facebook)".
Instead of creating a flow bot from scratch, we'll use a pre-existing template.
Yoom offers a variety of templates, allowing you to quickly create the desired flow bot without any coding!
Once you have registered with Yoom, please click the banner below to proceed.
■Overview
This is a flow where lead information registered in Facebook Ads is also added to the database in Google Sheets.
■Recommended for
1. Marketing Personnel
・Those who want to analyze Facebook Ads results by linking them with Google Sheets data
・Those who want to visualize lead information in Google Sheets and share it with their team
2. Sales Personnel
・Those who want to quickly respond to lead information acquired from Facebook Ads using the Google Sheets database
・Those who want to centrally manage the progress of leads on Google Sheets
■Benefits of Using This Template
To properly manage and utilize lead information acquired through Facebook Ads, integration with other systems is essential. Having a mechanism to automatically add lead information to Google Sheets can eliminate the need for manual data entry, enabling more efficient marketing activities.
By utilizing this flow, lead information obtained from Facebook Ads is automatically transferred to Google Sheets, eliminating the need for manual data entry tasks.
This significantly improves operational efficiency and reduces human error.
■Notes
・Please integrate both Facebook Ads and Google Sheets with Yoom.
Let's integrate Yoom with each app next. We call this "My App Integration." My App Integration is very simple.
Click the template banner, and you'll find a "Try this template" button at the bottom of the screen. Click it, and you'll be taken to a page called "My Project." From the menu on the left side of the screen, select "My App!"
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Let's start with Meta Ads (Facebook)! Next, click on Create New in the top right corner!
Enter "Meta Ads (Facebook)" in the search box, and the Meta Ads (Facebook) icon will appear, so click on it!
Log in to the account that uses Meta Ads (Facebook). Once logged in, My App Integration with Yoom is complete, so next, let's move on to My App Integration with Google Sheets!
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Click on Create New in the top right corner! Enter "Google Sheets" in the search box, and the Google Sheets icon will appear, so click on it.
On the "Select Account" page, click on the Google account with the Gmail address that you want to integrate with Yoom! Next, you'll be taken to a page called "Log in to Yoom," so click Next. Finally, if a page appears saying "Yoom is requesting additional access to your Google account," just click Continue, and you're good to go!
Now that the two apps, Meta Ads (Facebook) and Google Sheets, are integrated with Yoom, let's set up the contents of the Flowbot next.
From "My Project" on the left side of the screen, click on "【Copy】When lead information is registered in Meta Ads (Facebook), add the lead to Google Sheets" and press Edit in the top right corner.
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Click on "When lead information is created" on the Meta Ads (Facebook) icon. Since the necessary fields are already filled in thanks to the template, check that the account information integrated with Meta Ads (Facebook) is correct, then click Next!
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Test send lead information from Meta Ads (Facebook) and enter the form ID. You can go to the ad page from the URL in the red frame, so test send the response and copy-paste the form ID at the same time.
Once you've filled in the form ID, press Test just below it, and if "Test Successful" is displayed in blue, press Save and proceed to the next step! In the output, you can obtain the creation date, lead ID, and other optional values.
First, prepare a spreadsheet to register lead information from Meta Ads (Facebook).
It's recommended to create columns such as company name and person in charge in the header (first row)! Once prepared, proceed to the next step.
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Click on "Add Record" on the Google Sheets icon.
Again, since the necessary fields are already filled in thanks to the template, just check that the account information is correct.
As you move down, you'll find an item called Database Integration.
↓
Enter the Google Sheets ID where information obtained from Meta Ads (Facebook) will be accumulated.
When you click inside the box, the integrated Google Sheets will be displayed in a list, so please select it.
Similarly, you can click inside the box to select the Tab Name input below it. After selecting the range of the spreadsheet, press Next.
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This is the final setting! Enter the values for the records to be added.
Click to select content that matches the displayed box item name = the column created in Google Sheets.
For example, in the image, the box item name is "Company Name," so select the one that corresponds to the company name. When you click inside the box, the content of the test response from Meta Ads (Facebook) will be displayed, so choose the corresponding one!
↓
Once all the required fields are filled in, press Test, and if "Test Successful" is displayed in blue, save it. This completes the app integration of Meta Ads (Facebook) and Google Sheets!
The Flowbot using the template has minimal settings like this time. If you think "It might be easier than I thought!", please check out Yoom.
■Overview
This is a flow where lead information registered in Facebook Ads is also added to the database in Google Sheets.
■Recommended for
1. Marketing Personnel
・Those who want to analyze Facebook Ads results by linking them with Google Sheets data
・Those who want to visualize lead information in Google Sheets and share it with their team
2. Sales Personnel
・Those who want to quickly respond to lead information acquired from Facebook Ads using the Google Sheets database
・Those who want to centrally manage the progress of leads on Google Sheets
■Benefits of Using This Template
To properly manage and utilize lead information acquired through Facebook Ads, integration with other systems is essential. Having a mechanism to automatically add lead information to Google Sheets can eliminate the need for manual data entry, enabling more efficient marketing activities.
By utilizing this flow, lead information obtained from Facebook Ads is automatically transferred to Google Sheets, eliminating the need for manual data entry tasks.
This significantly improves operational efficiency and reduces human error.
■Notes
・Please integrate both Facebook Ads and Google Sheets with Yoom.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Meta Ads (Facebook) and Google Sheets.
If you find something interesting, please give it a try!
It is possible to retrieve reports from Meta Ads (Facebook) daily and record them in Google Sheets.
Additionally, you can notify Slack once the recording is complete.
■Overview
This flow retrieves the latest ad reports from Meta Ads (Facebook) daily, automatically adds them to a Google Spreadsheet, and notifies Slack.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
By checking the latest ad reports on Meta Ads (Facebook), you can utilize them for data analysis and improvement strategies.
However, manually obtaining reports and managing data can be time-consuming and require a lot of effort.
With this flow, you can automate the retrieval of the latest ad reports from Meta Ads (Facebook) at a set time every day, as well as their addition to Google Spreadsheets and notification to Slack.
Since you can add the contents obtained from the ad reports to Google Spreadsheets, efficient data analysis is possible.
Additionally, since the added contents are notified to Slack, report sharing within the team can be done smoothly.
■Overview
This flow retrieves the latest information from Meta Ads (Facebook) account reports and Google Ads campaign reports daily and adds it to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
To properly manage ad operations, performance review and analysis are crucial, but spending too much time on information gathering and report creation can hinder your primary tasks.
By implementing this flow, you can obtain report information from Meta Ads (Facebook) and Google Ads at a specified time daily and synchronize the necessary items with Google Spreadsheets.
This prevents omissions and transcription errors, reduces report creation time, and allows you to smoothly proceed with more strategic tasks such as data analysis and ad operation planning based on highly accurate information.
■Overview
This is a flow that automatically retrieves report information from the previous day's Facebook ads at a specified time every day and records it in Google Sheets.
■Recommended for
1. Marketing professionals managing Facebook ads
2. Those who want to streamline data analysis and report creation
3. Companies or teams utilizing Google Sheets
■Benefits of using this template
・Eliminates the hassle of manual report creation, enabling real-time decision-making based on accurate data.
・Facilitates smooth measurement and analysis of ad effectiveness, significantly improving work efficiency.
・Maintains data consistency and accuracy, contributing to the improvement of marketing strategies.
■Notes
・Please integrate both Facebook ads and Google Sheets with Yoom.
Notify Chat Tools When Lead Information is Registered in Meta Ads (Facebook)
When lead information is registered in Meta Ads (Facebook), it automatically notifies tools like Slack or Discord.
■Overview
This is a flow that notifies a Microsoft Teams channel when lead information is registered in Facebook Ads.
■Recommended for
1. Marketing and sales personnel using both Facebook Ads and Microsoft Teams
・Those who want to automatically notify Microsoft Teams of lead information acquired from Facebook Ads for prompt response
・Those who want to share lead information on Microsoft Teams to strengthen team collaboration
・Those who want to eliminate the hassle of manual notifications and information sharing
2. Companies or teams utilizing Microsoft Teams
・Companies that have implemented Microsoft Teams
・Team members who use Microsoft Teams daily for team communication
■Benefits of using this template
・By notifying a Microsoft Teams channel, the entire team can share lead information, enabling prompt response and collaboration.
・By consolidating lead information acquired from Facebook Ads into Microsoft Teams, there is no need to use a separate lead management tool, allowing for efficient management.
・Sharing lead information on Microsoft Teams facilitates smooth information sharing among team members, leading to efficient lead nurturing.
・Eliminating the need for manual notifications and information sharing in Microsoft Teams improves work efficiency, allowing more time for other tasks.
・You can freely customize the notification content and destination channel in Microsoft Teams, allowing flexible adaptation to your company's operations.
■Notes
・Please integrate Facebook Ads and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Slack when lead information is registered in Facebook Ads.
■Recommended for
1. Marketing and sales personnel using both Facebook Ads and Slack
・Those who want to automatically notify Slack of lead information acquired from Facebook Ads for prompt response
・Those who want to reduce the hassle of manual notifications and information sharing
・Those who want to share lead information on Slack to strengthen team collaboration
2. Companies or teams utilizing Slack
・Companies that have implemented Slack
・Team members who use Slack daily for internal communication
■Benefits of using this template
・When lead information is registered in Facebook Ads, a notification is immediately sent to Slack, enabling prompt response to leads.
・By notifying a Slack channel, the entire team can share lead information and respond quickly.
・Sharing the status of lead responses on Slack makes it easier to track who is handling which lead, preventing duplicate responses or missed follow-ups.
・Sharing lead information registered in Facebook Ads on Slack facilitates smooth information sharing among team members, leading to efficient lead nurturing.
・You can freely customize the content of Slack notifications and the channels they are sent to, allowing flexible adaptation to your company's operations.
■Notes
・Please integrate both Facebook Ads and Slack with Yoom.
■Overview
This is a flow that notifies Discord when lead information is registered via Meta Ads (Facebook).
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Marketing and sales personnel using both Meta Ads (Facebook) and Discord
・Those who want to automatically notify Discord of lead information acquired from Meta Ads (Facebook) for prompt response
・Those who want to reduce the hassle of manual notifications and information sharing
・Those who want to share lead information on Discord to strengthen team collaboration
2. Companies or teams utilizing Discord
・Companies that have implemented Discord
・Team members who use Discord daily for internal communication
■Benefits of using this template
Meta Ads (Facebook) is an effective tool for lead acquisition.
However, manually transferring acquired lead information to another system is time-consuming and labor-intensive, and can lead to human errors such as input mistakes or information leaks.
By implementing this flow, when lead information is registered via Meta Ads (Facebook), it will be automatically notified to Discord, freeing sales personnel from manual input tasks and allowing them to focus on more core activities such as approaching leads and conducting business negotiations. Additionally, the risk of data entry errors and information leaks is eliminated, enabling accurate and efficient lead management.
■Notes
・Please integrate Yoom with both Meta Ads (Facebook) and Discord.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
When lead information is registered via Meta Ads (Facebook), send an email to the lead and notify the chat tool
When lead information is registered via Meta Ads (Facebook), an email is sent to the lead through Gmail or Outlook, and a notification is automatically sent to tools like Discord.
■Overview
This flow sends an Outlook email to a lead and notifies a Slack channel when lead information is registered via Facebook Ads.
■Recommended for
1. Marketing and sales professionals using both Facebook Ads and Slack
・Those who want to automatically notify Slack of lead information acquired from Facebook Ads for prompt action
・Those who want to reduce the hassle of manual notifications and information sharing
・Those who want to share lead information on Slack to strengthen team collaboration
2. Companies or teams utilizing Slack
・Companies that have implemented Slack
・Team members who use Slack daily for internal communication
3. Those looking to reduce manual input tasks and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative and clerical staff with heavy data entry tasks
・Marketing professionals conducting business using digital tools
■Benefits of using this template
・You can improve operational efficiency by eliminating the need to manually input lead information acquired from Facebook Ads into Outlook or Slack, leading to significant time savings.
・You can reduce the hassle of manually posting lead information and response status to Slack, simplifying information sharing.
・When lead information is registered, you can automatically send an email from Outlook, greatly enhancing customer response speed.
・You can reduce the time spent on email creation by automatically sending standard emails, such as greetings and attachments.
■Notes
・Please integrate Facebook Ads, Outlook, and Slack with Yoom.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Discord when lead information is registered via Meta Ads (Facebook).
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Marketing and sales personnel using both Meta Ads (Facebook) and Discord
・Those who want to automatically notify Discord of lead information acquired from Meta Ads (Facebook) for prompt response
・Those who want to reduce the hassle of manual notifications and information sharing
・Those who want to share lead information on Discord to strengthen team collaboration
2. Companies or teams utilizing Discord
・Companies that have implemented Discord
・Team members who use Discord daily for internal communication
■Benefits of using this template
Meta Ads (Facebook) is an effective tool for lead acquisition.
However, manually transferring acquired lead information to another system is time-consuming and labor-intensive, and can lead to human errors such as input mistakes or information leaks.
By implementing this flow, when lead information is registered via Meta Ads (Facebook), it will be automatically notified to Discord, freeing sales personnel from manual input tasks and allowing them to focus on more core activities such as approaching leads and conducting business negotiations. Additionally, the risk of data entry errors and information leaks is eliminated, enabling accurate and efficient lead management.
■Notes
・Please integrate Yoom with both Meta Ads (Facebook) and Discord.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow where when lead information is registered via Facebook Ads, an Outlook email is sent to the lead and a notification is sent to a Microsoft Teams channel.
■Recommended for
1. Marketing and sales personnel using both Facebook Ads and Microsoft Teams
・Those who want to automatically notify Microsoft Teams of lead information acquired from Facebook Ads for prompt response
・Those who want to eliminate the hassle of manual notifications and information sharing
・Those who want to share lead information on Microsoft Teams to strengthen team collaboration
2. Companies or teams utilizing Microsoft Teams
・Companies that have implemented Microsoft Teams
・Team members who use Microsoft Teams for daily communication within the team
3. Those looking to reduce manual input work and automate processes
・Owners of small to medium-sized businesses aiming for operational efficiency
・Administrative and clerical staff with a lot of input tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・Eliminates the need to manually input lead information obtained from Facebook Ads into Outlook or Microsoft Teams, leading to significant time savings and improved operational efficiency.
・Removes the need to manually post lead information and response status to Microsoft Teams channels, reducing the hassle of information sharing.
・Automatically sends emails from Outlook when lead information is registered, greatly improving customer response speed.
・Allows for the automatic sending of standardized emails, such as greetings and attachments, reducing the time spent on email creation.
■Notes
・Please integrate Facebook Ads, Outlook, and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Receive Reports from Facebook Ads Daily and Notify via Chat Tools
Automatically receive reports from Facebook Ads daily and notify via Google Chat, Discord, and more.
■Overview
This is a flow that "automatically retrieves report information from Meta Ads (Facebook) at a specified time every day and notifies Discord."
■Recommended for
■Benefits of using this template
■Overview
This is a flow that automatically retrieves report information from the previous day's Facebook ads at a specified time every day and notifies Google Chat.
■Recommended for
1. Marketing professionals managing Facebook ads
2. Those who want to streamline data analysis and report creation
3. Companies or teams utilizing Google Chat
■Benefits of using this template
・Eliminates the hassle of manual report creation and sharing, enabling decision-making based on real-time accurate data.
・Facilitates smooth measurement and analysis of ad effectiveness, significantly improving work efficiency.
・Notifications via Google Chat allow the entire team to quickly share the latest information, enabling prompt responses and collaboration.
■Notes
・Please integrate both Facebook ads and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer here. https://intercom.help/yoom/ja/articles/6647336
■Overview
This is a flow that automatically retrieves report information from the previous day's Facebook ads at a specified time every day and notifies Slack.
■Recommended for
1. Marketing professionals managing Facebook ads
2. Those who want to streamline data analysis and report creation
3. Companies or teams utilizing Slack
■Benefits of using this template
・Eliminates the hassle of manual report creation and sharing, enabling real-time decision-making based on accurate data.
・Facilitates smooth measurement and analysis of ad effectiveness, significantly improving work efficiency.
・Notifications via Slack allow the entire team to quickly share the latest information, enabling prompt response and collaboration.
■Notes
・Please integrate Yoom with both Facebook Ads and Slack.
Create a folder in cloud storage when a row is added in Google Sheets
Automatically create a folder in Google Drive, OneDrive, etc., when a row is added in Google Sheets.
■Overview
This is a flow that creates a folder in Box when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who find manual management cumbersome due to frequent data updates and additions
・Those who want to manage data efficiently
2. Those who use Box as a cloud storage service
・Those who want to automate the process of uploading data to Box
・Those who want to save time organizing folders in Box due to complex folder management
■Benefits of using this template
By utilizing this template, a folder is automatically created in Box when a row is added in Google Sheets.
This provides several benefits.
Firstly, it improves work efficiency. By eliminating the need to manually create folders, you can allocate that time to other important tasks.
Next, it enables centralized information management. With folders automatically created in Box, necessary information is consolidated in one place, making access easier.
Additionally, it reduces the risk of human error. Manual folder creation can lead to mistakes such as incorrect folder names or missing folders, but automation helps avoid such risks.
■Notes
・Please connect both Google Sheets and Box with Yoom.
・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・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.
Issue documents based on Google Sheets information
Automatically create documents such as Google Docs based on the content registered in Google Sheets.
■Overview
This is a flow that issues an invoice and saves it to Google Drive when a row in a Google Spreadsheet is updated.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data with Google Spreadsheets
・Those who manage data such as billing information using Google Spreadsheets but find it cumbersome to issue invoices manually
2. Companies that use Google Drive for file storage and sharing
・Those who use Google Drive regularly and want to utilize it for saving and sharing invoices
・Those who want to advance automation but don't know where to start
■Benefits of using this template
By implementing this automation flow, there is a benefit that an invoice is automatically generated and saved to Google Drive every time a row in a Google Spreadsheet is updated.
This reduces the effort of creating invoices and enables highly accurate billing management.
Additionally, it reduces errors associated with manual invoice creation and allows for efficient business operations.
Furthermore, by digitizing invoices, they can be accessed anytime, anywhere, enabling quick responses.
As a result, customer satisfaction and business reliability are likely to improve.
■Overview
The flow "When customer information in Google Sheets is updated, issue a document and send it to Slack" automates the entire business workflow from customer data management to document creation and sharing with the team.
By utilizing this workflow, it becomes possible to automatically generate invoices based on spreadsheet data and smoothly send them to Slack.
■Recommended for
■Benefits of using this template
It's convenient to add lead information from Meta Ads (Facebook) to Google Sheets, but manually entering each lead can be a hassle.
However, by integrating Meta Ads (Facebook) with Google Sheets, you can automate the tedious registration process!
This integration allows the lead information obtained from Meta Ads (Facebook) to be automatically added to Google Sheets, eliminating the need to allocate resources for registration tasks.
Manually entering lead information often happens during fieldwork breaks, in between tasks, or when entering the previous day's data upon arrival at work the next day.
In such cases, it can be challenging for team members to share information until the representative adds the lead information. Integrating Meta Ads (Facebook) with Google Sheets can solve these issues!
Since the obtained lead information is quickly added to Google Sheets, information recognition among team members becomes smoother.
Additionally, it's easier to add notes or transition to the next phase, such as team division, leading to increased efficiency.
The registration task of manually entering specific information into tools is simple and not difficult. However, when the volume is large, it's a different story.
Moreover, simple tasks tend to be postponed.
To easily automate this kind of tediousness, integrating apps to automate the workflow is the best solution!
By integrating Meta Ads (Facebook) with Google Sheets, you can save and organize important customer data in marketing and other operations, allowing you to manage cluttered data neatly.
This also enables you to focus solely on core tasks, allowing you to devote more energy to sales! Be sure to try app integration with Yoom!
