How to Create a Record in Airtable When a Row is Added in Google Sheets

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How to Create a Workflow to Integrate Google Sheets and Airtable

Let's actually use Yoom to integrate Google Sheets and Airtable!
<span class="mark-yellow">This time, we will create a flowbot that "creates a record in Airtable when a row is added in Google Sheets."</span>

Preparation

First, let's complete the app integration in Yoom.
After logging into Yoom, select "+ New Connection" from "My Apps" in the left toolbar.

Search for Google Sheets and Airtable by app name and enter the necessary information for each.

Click here for more about Airtable's My Apps integration

If the app name appears in the list as shown in the image, the preparation is complete!

Google Spreadsheet Settings

First, select "When a row is added" as the first flow.

On the first page, the linked account information is reflected, so let's check it!

No need to change the trigger action.
Once you get used to Yoom, try the trigger action "When a row is updated".
(In that case, make sure to link the trigger title as well.)

Once confirmed, select "Next".

Next, proceed to the specific settings of Google Spreadsheet.

• Trigger Start Time
• Spreadsheet ID
• Sheet ID
• Table Range (Start)
• Table Range (End)
• Column with Unique Values

Enter the above 6 items.

The Spreadsheet ID is the part of the URL "/spreadsheets/d/●●●/".
The Sheet ID can be selected from the options or entered from the URL part "/edit?gid=●●●/".

Select "Test" and if no error occurs, the settings up to this point are complete!
Press the "Save" button to proceed to the next step.

Airtable Settings

Next, select the second flow "Create Record".

As with Google Spreadsheet, confirm that the account information is reflected and proceed to "Next".

No need to change the action this time, but there are 5 other actions that can be set!
Consider them for your next automation.

Next, the detailed settings for Airtable.

• Base ID
• Table ID or Table Name
• Field Information

Enter the above 3 items.

If the URL is https://airtable.com/appXaCHbYqTG61gUL/tbl5mmQFSQIVZuXEt/viw2ql1iamJCfJs9I?blocks=hide, "appXaCHbYqTG61gUL" is the Base ID and "tbl5mmQFSQIVZuXEt" is the Table ID.

Table names and Table IDs are interchangeable, but using the Table ID is recommended to avoid errors when the table name changes.

Once entered, press "Test" to ensure no errors occur.
If everything is entered and confirmed, the flow setting is complete by clicking "Save".

Finally, turn on the trigger to start the flow!
Now, when a row is updated in Google Spreadsheet, a notification will be sent to Airtable!

Other Automation Examples Using Google Sheets and Airtable

In addition to the flow introduced this time, you can achieve various business automations by utilizing the APIs of Google Sheets and Airtable.
Both can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Google Sheets and Airtable

You can update Airtable record information when a row is updated in Google Sheets, or reflect it in Google Sheets when a record is registered in Airtable.
Additionally, by utilizing Yoom's schedule trigger, you can periodically retrieve data and create records in Airtable.

Automation Example Using Google Sheets

Add a Record to Google Sheets When an Event is Scheduled

When an event is scheduled, the registration information can be automatically added to Google Sheets, which should help streamline manual tasks.

Delete a Contact When a Row is Updated in Google Sheets

By deleting old contact information simultaneously with the update of information, the risk of communication errors and information leaks may be reduced.

Retrieve information and add it to Google Sheets at the specified schedule

This is a flow bot that automatically retrieves information and adds it to Google Sheets at the specified schedule.
By automating the addition to Google Sheets, it should help prevent manual transcription errors and omissions.

Automation Example Using Airtable

Create a Folder When a Client is Registered in Airtable

By automating folder creation, you can prevent errors such as incorrect folder names or omissions, ensuring smooth file management.

Notify when information is registered in Airtable

Since it can reduce the manual sharing work, it might allow you to focus on progressing with other tasks.

Benefits of Integrating Google Sheets and Airtable

Benefit 1: Streamlining Operations through Centralized Data Management

If you are managing customer information and support request progress by entering it into Google Sheets, integration with Airtable is expected to simplify information management.
By automatically syncing the information entered in Google Sheets with Airtable, not only can you manage data centrally, but it may also become easier to grasp the latest progress status.

Achieving centralized data management can enhance team collaboration and improve the speed and quality of customer service.
This integration is expected to improve customer satisfaction and contribute to enhancing the company's reliability and brand image.
As a result, the role of customer support will become more important, and employee satisfaction is also expected to increase!

Benefit 2: Real-Time Data Updates and Sharing

For project managers and team leaders, real-time data updates and sharing are crucial elements that significantly improve operational efficiency.
By integrating Google Sheets and Airtable, data is always updated in real-time and can be quickly shared with the entire team.
For example, you can quickly grasp the progress of a project or the completion status of tasks, leading to accurate decision-making by the team.
Since it greatly affects the success rate of projects, being able to always check the latest data is a significant advantage.

Conclusion

The integration of Google Sheets and Airtable introduced here allows for more efficient data management and enables real-time information updates and sharing.
This may improve the quality of customer service and strengthen team collaboration.

With Yoom, you can easily set up the integration without any coding, making it accessible even without programming knowledge.
Utilize intuitive operations and a wealth of templates to quickly achieve business automation and aim to improve operational efficiency!