How to integrate Google Sheets with Capsule CRM to delete a task in Capsule CRM when a row is updated in Google Sheets

Many teams manage inquiry and lead information using Google Sheets, which can be operated by multiple people. For instance, if you are conducting business by integrating Google Sheets information with a task management tool, how do you link the information? This article introduces "How to delete a task in Capsule CRM when a row is updated in Google Sheets" by integrating Google Sheets with Capsule CRM. This can reduce manual work and potentially improve productivity. Furthermore, by utilizing the no-code tool Yoom, anyone can easily perform app integration and create flow bots. Please take a look. Recommended for those who: - Use Google Sheets and Capsule CRM and want to automatically add information - Aim to improve the efficiency of task management and information sharing - Are interested in tool integration using APIs and are looking for specific implementation examples Benefits and examples of integrating Google Sheets with Capsule CRM Benefit 1: Reduce manual work By integrating Google Sheets with Capsule CRM, when information in Google Sheets is deleted, the corresponding task in Capsule CRM can also be automatically deleted. This eliminates the need for manual operations, allowing you to focus on your work. For example, let's say a sales team is managing lead information. By integrating Google Sheets with Capsule CRM, unnecessary task information in Capsule CRM is deleted every time Google Sheets is updated. As a result, the hassle of manually updating task information in Capsule CRM is eliminated, allowing the sales team to focus on their activities. Benefit 2: Prevent mistakes By automatically updating task information in Capsule CRM, you can reduce the risk of dealing with unnecessary tasks. For instance, if customer support is managing inquiries using Google Sheets, manually updating task information in Capsule CRM might cause timing discrepancies, leading to unnecessary tasks being addressed. Integrating Google Sheets with Capsule CRM can prevent such human errors and enable accurate task information to be shared within the team. This focus on tasks may ultimately enhance team productivity. Benefit 3: Maintain information consistency Integrating Google Sheets with Capsule CRM allows you to manage information in both tools accurately. For example, if project management is done in Google Sheets and task management in Capsule CRM, integration allows you to check stable task information in Capsule CRM without needing to verify different tools. This can increase task response speed and potentially improve work productivity. Now, let's introduce how to "delete a task in Capsule CRM when a row is updated in Google Sheets" using the no-code tool Yoom. [Yoom Overview] How to manage content added to Google Sheets in Capsule CRM By utilizing this flow, you can reduce manual update tasks and prevent human errors. Additionally, maintaining the consistency of information between Google Sheets and Capsule CRM can facilitate smooth business operations. This time, we will proceed with the following major processes: - Registering My Apps in Google Sheets and Capsule CRM - Copying the template - Setting triggers and actions - Turning on the trigger and checking the operation You can issue a Yoom account from here. If you already have an account, please log in!

Step 1: Integrate Google Sheets and Capsule CRM with My Apps

First, let's integrate Yoom with the app.

1. Register Google Sheets with My Apps

After logging into Yoom's workspace, click on My Apps.
Next, click on New Connection and select Google Sheets.

Click on "Sign in with Google".

Select the account you want to integrate.

When logging into Yoom, click "Next".

When the permission screen appears, click "Continue".

Now, the registration of Google Sheets with My Apps is complete.

2. Register Capsule CRM with My Apps

Similarly, click on My Apps → New Connection → Capsule CRM.
Enter the Site address.

Select "Allow".

Now, the registration of Capsule CRM with My Apps is complete.

Step 2: Copy the Template

Next, let's copy the template.
The template will be copied to My Projects in Yoom.
Now, click on the banner below!

When clicked, you will be redirected to the Yoom template site.
Please click "Try this template" on that screen.

When clicked, a message will appear indicating that the template has been copied, so click "OK".

Now the template has been copied!

Step 3: Set the Trigger for Google Spreadsheet

Next, configure the Flowbot.
Click on the "When a row is updated" of the template you just copied.

1. Select the Integration Account and Action

The title is already entered, but you can change it.
Ensure that the account information linked to Google Spreadsheet is correct.
Select "When a row is updated" as the trigger action.
Once set, click "Next".

2. API Connection Settings for App Trigger

Select the trigger activation interval.
Enter the Spreadsheet ID, Sheet ID, table range, column with unique values, and the column you want to detect updates in.
※ If the column with unique values has duplicates, it may not function properly.

Run the test, and if you can retrieve the output from Google Spreadsheet, save it.

Step 4: Set the Action for Capsule CRM

Finally, the last step!
Click "Delete Task" to complete the setup.

1. Select the Integration Account and Action

The title is already entered, but you can change it.
Check the account information linked to Capsule CRM.
Select "Delete Task" as the action.
Once set, click "Next".

2. API Connection Settings

Select the "Task ID" obtained from Google Spreadsheet from the output for the Task ID.
Once set, run the test, and if the task in Capsule CRM is deleted, save it.

Once saved, a message will appear indicating that the template has been copied, so click "Turn on Trigger".

This completes the Flowbot setup!

Other Automation Examples Using Google Sheets and Capsule CRM

Yoom offers a variety of templates.
Here, we introduce some of them.
For the complete collection of templates, click here.

1. This template automatically updates tasks in Capsule CRM when a row is updated in Google Sheets.

Manually updating tasks in Capsule CRM every time Google Sheets is updated may lead to missed updates.
With automatic updates, you can reduce manual work and prevent human errors.

2. This is a template for creating a project in Capsule CRM when a row is added in Google Sheets.

Manually creating projects in Capsule CRM can be time-consuming and labor-intensive.
If you can automatically create projects in Capsule CRM, you can reduce administrative time and focus on other important tasks.

3. This is a template for automatically notifying LINE WORKS when a row is updated in Google Sheets.

Receiving notifications of updates in Google Sheets on your daily chat tool makes it easier to check information.
It saves you the trouble of manually checking updates in Google Sheets, allowing you to focus on your work.

Summary

By integrating Google Sheets with Capsule CRM, you can automate information updates, reducing manual work and preventing human errors.
Information from different tools can also be managed correctly, allowing you to proceed with your tasks confidently.
Additionally, by utilizing Yoom, you can create app integrations and flow bots without the need for programming.
With a wealth of templates available, it is an easy-to-try tool even for beginners.
Why not take this opportunity to integrate Google Sheets with Capsule CRM and automate your information updates?