How to integrate Google Forms with Rakuraku Sales to register user information submitted through Google Forms into Rakuraku Sales

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How to Register User Information Submitted via Google Forms to Raku-Raku Sales

You can receive user information submitted via Google Forms through the Google Forms API and register it to Raku-Raku Sales via the Raku-Raku Sales API.
By utilizing a no-code tool called Yoom, you can easily automate this process without programming knowledge.

The steps for this integration flow are broadly as follows:

• Integrate Google Forms and Raku-Raku Sales with My Apps
• Copy the template
• Set up triggers and actions
• Finally, check if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Creation Page
If you already have an account, please log in.

2) To register My Apps in Raku-Raku Sales, you need to contract the API integration option in Raku-Raku Sales and register Yoom's IP address.
Log in to Raku-Raku Sales in advance, allow connection from Yoom's IP address, and obtain the API token.

For information about Yoom's IP address, please refer to this.
💻 Allow Yoom's IP Address for Apps with IP Restrictions | Yoom Help Center

Step 1: Integrate Google Forms and Raku-Raku Sales with My Apps

1) After logging into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed, and search for the two apps you will use this time, "Google Forms" and "Raku-Raku Sales", one by one from the search box at the top.

After selecting Google Forms, log in with your Google account.

Similarly, after selecting Raku-Raku Sales, enter the necessary information based on the information obtained during preparation and click "Add".

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the app icon is displayed.

Step 2: Copy the Template

Please click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, click "OK".

When this screen appears, the copy has been successfully completed.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, click them in order to set the operations.
The copied template will be saved in "My Projects".

Step 3: Set the Trigger

Click on "App Trigger - When a response is submitted to the form".

Step 4: Set Google Form Action

1) Select the action "When a response is submitted to the form" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details of each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
Once the input is complete, click "Test", and after a successful test, click "Save".

Step 5: Set RakuRaku Sales Action

1) Return to the flow and click the "Integrate with App - Register Record" icon.

2) Select the action "Register Record", enter the database ID, and click "Next".

3) Enter the required information.

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You can use the output information from the Google Form obtained earlier to input.

Select from the candidates, and once the input is complete, click "Save".

This completes the flow of 【Registering user information submitted via Google Form to RakuRaku Sales】.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

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Here is the template used this time

Other Automation Examples Using Raku-Raku Sales

There are many other examples of automation using Raku-Raku Sales in Yoom, so here are a few introductions.

1. Add Raku-Raku Sales Information to Google Sheets
This template is a process that automatically adds customer information obtained from Raku-Raku Sales to Google Sheets.
By including details such as department names and person in charge, smooth information sharing within the team can be expected.
This can reduce manual errors and improve the efficiency of data management.

2. Register events in Google Calendar using information registered in Raku-Raku Sales
This template is a process that automatically registers events in Google Calendar based on information registered in Raku-Raku Sales.
For example, it can automatically reflect the visit dates and times for new customers by the sales department or the schedules of the responsible personnel.
This eliminates the need for manual schedule management and is expected to prevent errors. Furthermore, it facilitates smooth information sharing between departments and is expected to improve operational efficiency.

3. Register a record in Raku-Raku Sales when the status is updated in kintone
This template is a process that automatically registers a record in Raku-Raku Sales when the status is updated in kintone.
For example, if the General Affairs Department updates the approval status, that information is quickly reflected in Raku-Raku Sales' customer management.
This eliminates the hassle of double entry and ensures data consistency.
Furthermore, speedy information updates enhance inter-departmental collaboration and are expected to improve operational efficiency.

Summary

This time, we introduced a flow to register user information submitted via Google Forms into Rakuraku Sales.
By linking Google Forms with Rakuraku Sales, automatic registration and sharing of information becomes possible, which can be expected to improve operational efficiency.
In addition to reducing time wasted on manual input and human errors, quick information sharing can lead to prompt responses.
By leveraging these benefits and optimizing business processes, it is expected to enhance the competitiveness of the company.
Please refer to the steps in this blog to set up the integration.