.avif)
・
Are you managing information using Google Sheets and Airtable, and finding it troublesome to update multiple tools simultaneously or experiencing delays in information updates? In sales and marketing teams, it can be time-consuming to reflect data managed in Google Sheets into Airtable, and if important data is not accurately synchronized, it may decrease operational efficiency.
The solution to these issues is integrating Google Sheets and Airtable using Yoom. This automation allows changes made in Google Sheets to be instantly reflected in Airtable, eliminating the need for manual data entry and ensuring consistent information management across both tools.
This can significantly reduce data duplication and input errors, greatly improving work efficiency, and thus reducing the time and cost associated with operations.
By integrating Google Sheets and Airtable, there is no longer a need to manually update data. For example, when a sales team updates customer information in Google Sheets, that data is automatically reflected in Airtable. This automation eliminates the need to update data in both Sheets and Airtable, significantly reducing work time. By eliminating manual tasks, employees can focus on other important tasks, potentially improving overall productivity.
Additionally, smoother information updates enable quick decision-making, facilitating swift progress in sales activities and project management. Ensuring data consistency can improve operational efficiency.
One of the biggest benefits of integrating Google Sheets and Airtable is the significant reduction in the risk of human error. When updating data manually, there is always the possibility of typos, input omissions, or data duplication, but using automated integration minimizes these risks.
For example, if a sales team manages customer information in Google Sheets and incorrect data is entered, it could affect projects or sales strategies. However, if Airtable and Google Sheets are integrated, information is consistently and accurately managed, with the same information reflected in both tools. This eliminates the risk of missed updates or duplication, enhancing the reliability of final decision-making. Additionally, employees no longer need to perform manual updates, which can help reduce motivation decline and workload. Reducing the risk of human error stabilizes operations and can improve overall team performance.
Integrating Google Sheets and Airtable allows for rapid information updates and smooth information sharing across the team. For example, when a marketing team aggregates and updates campaign data in Google Sheets, and that data is automatically reflected in Airtable, the sales team and management can quickly grasp the information.
By eliminating manual data entry, the time lag in information updates is reduced, achieving smooth information sharing. Furthermore, with manual updates, other members may not access new information until the task is complete, but automation allows everyone to check the latest information as soon as the task is finished, enabling quick decision-making. This integration improves the flow of information sharing, allowing everyone to act based on the latest data, which can enhance operational efficiency.
From here, we will set up a flow using Yoom with Google Sheets and Airtable. The flow for this example is "When a row is updated in Google Sheets, update the record information in Airtable."
The initial setting is "When a row is added".
On the first page, the account information of the Google Spreadsheet linked with My App is reflected.
Please correct the title as necessary, check the account information, and proceed to the next step.
If you have linked multiple Google accounts, be careful as a different one from the one linked this time may be set.
On the next page, set the trigger activation interval.
The trigger activation interval can be selected between 5 minutes and 60 minutes.
Note that the trigger activation interval may not be selectable depending on the plan.
The spreadsheet ID and sheet ID can be selected from the candidates.
Specify the table range and set the "column with unique values" and "column to detect updates" respectively.
The sheet used this time is as follows, so please check it together.
Column A is set as the column with unique values (serial number), and the flow is triggered by updates in column F.
Once the settings are complete, update the specified column and click "Test". (The scheduled date was changed from the 22nd to the 27th.)
If the test is successful, the output can be obtained.
As shown in the image above, the updated information was obtained as output.
Once confirmed up to this point, click "Save" to complete the trigger settings.
Next is "Create Record".
On the first page, as with Google Spreadsheet, correct the title and check the account information before proceeding to the next step.
On the next page, set the information to be reflected in Airtable.
The base ID and table ID can be obtained from the URL.
Select and set the Airtable field information and the content you want to input from the output.
Once all settings are complete, click "Test" to check if the information from Google Spreadsheet is reflected in the specified table.
If the test is successful, the record ID can be obtained as output.
Once confirmed, click "Save" to complete all settings.
Finally, turn on the trigger to activate the flow.
With this, the information in Airtable will also be updated when the Google Spreadsheet is updated.
The flow set this time is as follows.
Automatically Register and Update Sansan Business Card Information in Google Sheets
This system automatically registers and updates business card information managed in Sansan into Google Sheets. This reduces manual input tasks and allows centralized management of the most up-to-date business card information. It prevents information update omissions and is expected to improve operational efficiency, significantly reducing the effort required for sales activities and contact management.
Issue quotations from kintone via Google Sheets and send them with Gmail
Data registered in kintone can be easily compiled into a quotation using Google Sheets and instantly sent via Gmail, achieving automation. This reduces manual quotation creation and is expected to improve operational efficiency. By utilizing Google Sheets, data integrity is maintained, allowing for the speedy and accurate creation and sending of quotations.
Consider using Yoom to reduce the effort required for manual updates in Google Sheets and Airtable, and to increase work efficiency. Even without programming knowledge, you can easily set up automation and smoothly update data. This will save you time and effort, allowing you to focus on more important tasks.
By signing up for Yoom for free and utilizing its integrations, you can automate tedious tasks and make your work more efficient starting today!
.avif)
