Streamlining data management is a crucial challenge in business. Especially for customer support representatives, managing customer information and tasks is a significant burden in their daily work.
Wouldn't you like to handle that management work more easily?
By using Yoom to integrate Google Sheets and Airtable, we introduce a method to set up automation flows that can significantly improve work efficiency. What benefits can you gain by using the no-code tool Yoom?
Everyone, please stay tuned until the end!
Recommended for
Those who utilize Google Sheets and Airtable
Those considering integrating Google Sheets and Airtable for work efficiency
Those aiming to reduce the effort of registration tasks by integrating Google Sheets and Airtable
Those who want to improve data accuracy by integrating Google Sheets and Airtable
For those who want to try it immediately
This article introduces the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve it. You can start right away with the template below, so please give it a try!
When a row is added in Google Sheets, create a record in Airtable.
How to Create a Workflow to Integrate Google Sheets and Airtable
Let's actually use Yoom to integrate Google Sheets and Airtable! This time, we will create a flowbot that "creates a record in Airtable when a row is added in Google Sheets."
Preparation
First, let's complete the app integration in Yoom. After logging into Yoom, select "+ Add" from "My Apps" in the left toolbar.
Search for Google Sheets and Airtable by app name and enter the necessary information for each.
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 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!
When a row is added in Google Sheets, create a record in Airtable.
Other Automation Examples Using Google Sheets and Airtable
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Airtable. Both can be used with simple settings, so if there is something you are interested in, 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.
Regularly retrieve data from Google Sheets and create records in Airtable.
■ Overview The workflow 'Periodically retrieve data from Google Sheets and create records in Airtable' automates the integration between Spreadsheets and Airtable to improve data management efficiency. Using Yoom's API integration feature, it periodically retrieves data from the spreadsheet and automatically creates records in Airtable. This reduces the effort of manual input and decreases mistakes in data updates, allowing the business workflow to proceed smoothly.
■ Recommended for: - Those who use both Google Sheets and Airtable but find the manual synchronization of data cumbersome - Business owners looking to optimize data management and automate their business workflows - Team leaders who want to reduce workload by performing data integration across multiple SaaS apps - Administrators who want to automate periodic data updates and save effort
■Note: - Please integrate Yoom with both Airtable and Google Sheets.
■Overview The "Sync to Google Sheets when a record is created in Airtable" workflow is a business workflow aimed at improving data management efficiency. When new data is added to Airtable, the same information is automatically reflected in Google Sheets as well, eliminating the effort of manual data entry and enabling centralized management of the latest information. This makes information sharing across the team smoother and improves the accuracy of operations.
■Recommended for - Those who manage data using both Airtable and Google Sheets - Staff who spend time on manual data transfers - Team leaders who want to maintain data consistency and up-to-dateness - Business owners considering workflow automation - Those who want to simplify data integration across multiple SaaS apps
■Notes - Please connect Yoom with both Airtable and Google Sheets. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan. - Airtable output can be obtained via JSONPath. For how to obtain it, please refer to the following: https://intercom.help/yoom/en/articles/9103858
■Overview The "Add to Google Spreadsheet when an event is created in Google Calendar" workflow streamlines schedule management. You can manage Google Calendar information as data, making it easier to search past records.
■Recommended for ・Those who use Google Calendar for schedule management ・Those who want to understand daily schedules and manage them in a spreadsheet ・Those who want to share schedules with the team and respond quickly ・Those who want to regularly reflect Google Calendar information in a spreadsheet ・Those who find manual data entry cumbersome ・Those who want to prevent missed schedules and input errors and manage schedules efficiently
■Notes ・Please link both Google Calendar and Google Spreadsheet with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
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.
When a row is updated in Google Sheets, delete the contact in Freshsales.
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 process of adding to Google Sheets, it should help prevent manual transcription errors and omissions.
When the specified schedule arrives, retrieve tasks from Backlog and add them to a Google Spreadsheet.
This flow retrieves issues from Backlog and adds them to Google Spreadsheet when the specified schedule is reached.
■Notice ・Please integrate Yoom with both Backlog and Google Spreadsheet. ・The operation “repeat the same process” is available only with the Team Plan or Success Plan. In the case of Free Plan or Mini Plan, the operations or data connections of the Flowbot you have set will result in an error, so please be careful. ・Paid plans such as Team Plan or Success Plan can be tried for free for 2 weeks. During the free trial, you can use restricted apps or features (operations). ・Branching is a feature (operation) available for plans above Mini Plan. In the case of Free Plan, the operations of the Flowbot you have set will result in an error, so please be careful. ・Paid plans such as the Mini Plan can be tried for free for 2 weeks. During the free trial, you can use restricted apps or features (operations).
This flow retrieves issues from Trello and adds them to Google Spreadsheet when the specified schedule is reached.
■Notes ・Please connect Yoom with Trello and Google Spreadsheet. ・Operations between 'Repeat the same process' are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations or Data Connect of the flowbot will result in an error, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
This flow retrieves tasks from Asana and adds them to Google Spreadsheet on a specified schedule.
■Notice ・Please connect Asana and Google Spreadsheet to Yoom. ・Operations between 'Repeat the same process' are only available in the Team Plan and Success Plan. In the case of Free Plan and Mini Plan, the operations and data connect set in the Flowbot will result in an error, so please be careful. ・Branches are functions (operations) available in plans above the Mini Plan. In the case of the Free Plan, the operations set in the Flowbot will result in an error, so please be careful. ・Paid plans such as Mini Plan, Team Plan, and Success Plan can be trialed for free for two weeks. During the free trial period, you can use restricted apps and functions (operations).
■Overview Although you manage client information in Airtable, do you find it cumbersome to manually create a folder in OneDrive each time to store related documents? By using this workflow, when a new client record is registered in Airtable, a folder named after the client will be automatically created in OneDrive, eliminating the complexity of manual file management and improving operational efficiency.
■Who we recommend this template for ・Those who use Airtable and OneDrive together and manage clients manually ・Those who want to eliminate the duplicate work of data entry and file management and improve operational efficiency ・Those who want to prevent mistakes such as forgetting to create folders or inconsistencies in naming conventions
■Notes ・Please connect Yoom with both Airtable and OneDrive. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For the trigger, you can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please be aware. ・For how to retrieve Airtable record details, please refer to the following. https://intercom.help/yoom/en/articles/9103858
■Overview This is a flow that notifies Slack when information is registered in Airtable.
■Who we recommend this template for 1. Those who are responsible for data entry in Airtable ・Those who use Airtable to accumulate internal information ・Those who perform analysis and management of input data 2. Those who communicate with members on Slack ・Those who manually send internal notifications ・Those who want to automate notifications to Slack
■Notes ・Please connect Yoom with both Airtable and Slack. ・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on your plan. ・Airtable outputs can be retrieved via JSONPath. For how to retrieve them, please see below. https://intercom.help/yoom/en/articles/9103858
Benefits of Integrating Google Sheets and Airtable
Benefit 1: Streamlined Operations through Centralized Data Management
When managing customer information and support request progress by entering it into Google Sheets, integrating with Airtable is expected to simplify information management. By automatically syncing the information entered in Google Sheets with Airtable, not only can data be centrally managed, 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 becomes more significant, and an increase in employee satisfaction can also be anticipated!
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 enhance 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, it allows for rapid understanding of project progress and task completion status, leading to accurate decision-making by the team. Since it greatly impacts 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 enables more efficient data management and 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 integrations without code, 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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With five years of experience as an SEO writer, I continue to write with the motto of being "easy to read" and "easy to understand." I want to convey the convenience of Yoom, which allows app integration without programming knowledge, to as many people as possible!
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