How to integrate Google Sheets with Attio to automatically create a record in Attio when a row is added in Google Sheets

Would you like to streamline your operations through centralized data management with app integration?
This article explains how to automatically create a record in Attio when a row is added to Google Sheets.
This automation can save you the hassle of manual data entry and improve operational efficiency.
App integration can be easily implemented without programming, so please try implementing it while referring to this article.

Recommended for

・Sales teams that manage customer information in Google Sheets and want to integrate data in Attio
・Project managers aiming to improve the efficiency of lead information and progress management using Google Sheets and Attio
・Team leaders who want to centrally manage customer data and sales activity information and reduce the burden of manual updates

Benefits and Examples of Integrating Google Sheets and Attio

Benefit 1. Improved Operational Efficiency and Reduced Time Costs

By integrating Google Sheets and Attio, you can reduce manual data entry and improve operational efficiency.
For example, when a sales team enters new lead information into Google Sheets, it is automatically reflected in Attio.
This saves the time of manually transferring data, supporting the creation of an environment where you can focus on important tasks.
Automating data transfer and update tasks reduces the risk of human error and is expected to facilitate smooth business operations.
Reducing the time spent on data updates and checks is expected to improve productivity.

Benefit 2. Centralized Data Management and Improved Accuracy

Automatically reflecting data managed in Google Sheets in Attio enables centralized management of data stored in multiple tools.
Since sales lists, customer data, and progress statuses updated in Google Sheets are kept up-to-date in Attio, the risk of staff working based on outdated information is reduced.
Unified information reduces decisions based on incorrect data, improving decision-making accuracy and customer response accuracy.

Benefit 3. Improved Scalability

As your business grows, the scale of managing customer and lead information may increase, making it difficult to keep up with manual data updates.
Additionally, managing large amounts of data increases the risk of human error.
By implementing a system that automatically creates a record in Attio every time a row is added to Google Sheets, you can smoothly scale up in line with business growth.
Since employees no longer need to manually add data, you can flexibly respond to the increase in new staff or personnel, reducing operational burdens while expecting efficient operations.

Now, let's explain how to use the no-code tool Yoom to automatically create a record in Attio when a row is added to Google Sheets.

[What is Yoom]

How to Manage Content Added to Google Sheets in Attio

It is possible to achieve this by receiving the registration of a record in the Google Sheets database using the Google Sheets API and automatically adding a record to the specified object in Attio using the API provided by Attio.
Generally, programming knowledge is required to achieve this, but using the no-code tool Yoom allows you to easily achieve it without programming knowledge.
This time, we will create it in the following major processes.

Integrate Google Sheets and Attio with My Apps
Copy the template
Set a trigger in Google Sheets and set an action in Attio
Set the trigger to ON and complete the preparation for flow operation

If you are registered with Yoom, please log in, and if you are not registered, please proceed with the settings after registering for free.

Step 1: Integrate Google Sheets and Attio with My Apps

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First, integrate Google Sheets and Attio with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".

Next, search for Google Sheets and click on it.

Click "Sign in with Google" and sign in.

Once access is granted, the integration with My Apps is complete.

Next, search for Attio and click on it.

On the access request screen, click "Confirm" to complete the integration with My Apps.
Proceed with the setup using the Flowbot template. Log into Yoom and click "Try it" on the banner below.

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A message saying "Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger for Google Sheets.
Click "When a row is added".

Next, check the "Account information to integrate with Google Sheets".
You can freely edit the title, but do not change the trigger action, and click "Next".

Set the details for retrieving records.
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.
The "Spreadsheet ID" and "Sheet ID" can be quoted from the URL of the relevant spreadsheet or selected from the displayed options by clicking the field.
Specify the range where data is entered for the "Table range" and "Column with unique values" based on the annotations.
Once you have completed these settings, click "Test".

Once you have confirmed that the data from Google Sheets is displayed in the output, click "Save".

Step 3: Set the Action

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Next, set the action for Attio.
Click "Create Record".

As before, perform optional title editing and account information verification, do not change the action, and click "Next" to proceed.

Click the field and select the data corresponding to each item name from the displayed options.
Once all settings are complete, click "Test".

Once you have confirmed that the test was successful, click "Save".

Step 4: Set the Action

Next, set the action for Google Sheets.
Click "Update Record".

Perform optional title editing and account information verification, and scroll the page.

Click the fields for "Spreadsheet ID" and "Spreadsheet tab name" and select the same items as in Step 2 from the displayed options.
Specify the data range for the "Table range" based on the annotations.
Once all settings are complete, click "Next".
For "① Conditions for the record to be updated", set it to update only values that meet the conditions.

This time, we set the condition as "When the Object ID saved in the spreadsheet matches the Record ID created in Attio".
For "② Values of the record after update", click the field and select the update items from the displayed options. If left blank, it will not be updated from the original value.
Once all settings are complete, click "Test" and confirm that the record has been updated, then click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when a row is added in Google Sheets, a record will be automatically created in Attio.

Other Automation Examples Using Google Sheets

1. Register events in Google Calendar when they are added to Google Sheets

When events are added to Google Sheets, the information is automatically registered in Google Calendar.
This allows the event information on Google Sheets to be smoothly reflected in the calendar, supporting efficient schedule management.
Manual event registration becomes unnecessary, and comprehensive schedule management without omissions is expected.

2. Update Capsule CRM Task When a Row is Updated in Google Sheets

When a row in Google Sheets is updated, that information is automatically reflected in the tasks in Capsule CRM.
This ensures a seamless sharing of progress from Google Sheets to the CRM.
This eliminates the need for dual task management and supports information sharing within the sales team.

3. Update Streak Task When a Row is Updated in Google Sheets

When a row in Google Sheets is updated, the information is automatically reflected in the Streak task.
This ensures consistent information management between Google Sheets and Streak, supporting smooth progress tracking of tasks.
Additionally, eliminating the need for manual information updates is expected to improve task management efficiency.

Summary

The integration of Google Sheets and Attio significantly contributes to the efficiency and accuracy of data management.
By reducing manual data entry and enhancing operational efficiency, it can alleviate the burden of data management as your business grows.

Yoom's app integration can be easily implemented without the need for programming. Take this opportunity to experience the efficiency improvements brought by app integration.