To integrate Google Sheets with the board and update customer information on the board when a row is updated in Google Sheets

Managing customer information is an important daily task.
When dealing with long-term clients, it's common for companies to relocate or change phone numbers.
By integrating Google Sheets with board, you can update customer information in Google Sheets, and it will automatically reflect on the board.
This article introduces specific integration methods and benefits using the no-code tool Yoom.
Let's eliminate manual work and enable accurate information sharing.

Recommended for

・Those who manage customer information using both Google Sheets and board.
・Those who find updating customer information cumbersome and want to improve efficiency.
・Sales and customer support personnel seeking real-time and accurate information sharing.
・Management department personnel looking to reduce data entry errors and improve work quality.
・Those interested in automating tasks using APIs and considering implementation.

Benefits and Examples of Integrating Google Sheets and board

Benefit 1: Reduce Input Errors

When updating customer information manually, there is a high risk of input errors or missed updates.
However, by integrating Google Sheets with board, customer information is automatically reflected on the board when a row is updated, eliminating the need for manual input and significantly reducing input errors.
For example, by simply entering a new address or contact in Google Sheets, the information on the board is automatically updated, ensuring accurate customer data is always maintained.
This can improve the quality of customer interactions and help prevent issues.

Benefit 2: Streamline Work Processes and Save Time

Manually reflecting customer information across multiple tools and systems can be a significant burden, especially when dealing with large amounts of data.
By integrating Google Sheets with board, such routine tasks can be fully automated, saving time and effort.
For example, the sales department can use this flow to reduce duplicate work and focus on value-generating tasks like planning and customer interactions.
In departments where customer information changes frequently, this automation directly reduces workload and is expected to improve overall work efficiency.

Benefit 3: Achieve Real-Time Data Sharing

In operations where multiple teams refer to the same customer data, manual updates can lead to information delays and reduced work efficiency.
By implementing automation, changes in Google Sheets are reflected on the board in real-time, allowing all members to act based on the latest information.
For example, when the support team registers updated customer information in Google Sheets, it is reflected on the board in real-time, enabling sales and accounting to respond based on the latest data.
This prevents mistakes like "using outdated information" and reduces unnecessary verification work.
The marketing department can also efficiently execute campaigns using accurate data.

[About Yoom]

How to Create a Google Sheets and board Integration Flow

So far, we have introduced the benefits of integrating Google Sheets with board.
Let's quickly integrate the apps we will use this time with Yoom!
After completing the registration of My Apps, create a flowbot that "updates customer information on the board when a row is updated in Google Sheets."

This time, we will follow the process below.
Let's set it up together!

Integrate Google Sheets and board with My Apps.
Copy the template.
Set the trigger for the Google Sheets that initiates the flow, and configure the subsequent board operations.
Turn on the trigger button and verify the operation of the integration flow between Google Sheets and board.

Step 1: My Apps Integration

Integrating with My Apps first will make the subsequent settings proceed smoothly.
First, let's integrate the Google Sheets you are using with Yoom.
Select My Apps → New Connection from the left side of the Yoom page.

Search for Google Sheets in the app list and log in with your Google account.

As you proceed with the login, you will see this screen, so if there are no issues, click Continue.

Next, integrate the board.
Open Developer API Settings and refer to this help to proceed with Generate New Token.
Since we will be updating customer information this time, check the relevant box and click Register.

On the next page, the API token will be displayed as follows, so please store it.
Note: The token will not be displayed again, so please be careful.
Please also store the API key as it will be used later.

This time, the flowbot will use the API, but it is only available for accounts that are registered with a paid subscription on the board. (Reference page)
Return to My Apps integration, enter the account name and the API token obtained earlier, and register.

Once Google Sheets and board are displayed in My Apps, it's complete.‍

Step 2: Set Triggers and Actions

This time, we will proceed using this template.

Open the template page and click on 'Try this template'.
If you are using Yoom, please log in. If you are new, please register.
Proceeding will automatically copy the template to your workspace.
Change the template name as needed.
Click on My Projects on the left to see the template you just copied.
Click the ellipsis (...) on the right and select Edit.

Things to Prepare

A Google Spreadsheet containing customer information.
The update check in column H will be used later, so leave it blank.
You can easily obtain the customer ID by registering customers using this flow.
This time, as a test, we will update the phone number field.

Now, let's set up the app trigger.
Select "When a row is updated".
Check the account information to be linked and proceed to the next step.

Trigger activation interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*The selection of activation intervals varies depending on the plan.

Set the table range to include everything, including the headers.

Column with unique values
*Be sure to select a column where values do not duplicate!

Here, use the Google Spreadsheet from earlier.
Once you have finished entering the phone number field, enter Update in column H.

Return to the Flowbot settings and test.
If the record content from the Google Spreadsheet is obtained in the output, save it.

Next, click on "Update Customer".
Check the account information to be linked here as well.
Proceed to the next step and configure the items.
Enter the API key obtained during My App integration, and select other items from the output.

Set the remaining items as well.

Set optional items as desired, except for required items.

Once you have completed adding the items you want to update, test and save if successful.
Check on the board side.

The phone number has been successfully reflected.
Finally, turn on the app trigger to complete.

Thank you for your hard work up to this point.
Even someone like me who is not familiar with programming was able to proceed easily.

Here is the Flowbot used this time↓

Other Automation Examples Using Google Sheets and board

1.Register a customer to the board when a row is added to Google Sheets flow.

This is the one introduced during the flow explanation earlier.
You can automatically register customers to the board using the record information from Google Sheets.

2.This is a flow to register a record in Google Sheets when a new project is registered on the board.

If you are managing projects individually, manually transferring project information can be cumbersome.
By using this flow, the information will be automatically transferred to Google Sheets, allowing you to work efficiently even with a large number of projects.

3.This is a flow to notify Google Chat when a project is registered on the board.

By using this flow, you can check new project information on the board via Google Chat notifications.
Notifications are automatically sent to the entire team, ensuring smooth customer service even if the person in charge is absent.

Summary

This time, we introduced a flowbot that "updates customer information on the board when a row is updated in Google Sheets".
By integrating Google Sheets with the board, it is expected to streamline customer information management and improve the quality of operations.
Automation reduces manual input errors, allowing staff to focus on more valuable tasks.
Utilize this integration to enhance productivity across the organization.

Please consider implementing Yoom on this occasion.