Collecting customer information and requests is important for subsequent sales activities and product or service approaches. However, it is challenging to manually enter information into a database and share it with relevant parties.
The integration with Yoom introduced here might help solve this issue.
By integrating Yoom's Form Trigger with Google Sheets and Google Chat, you can consolidate the information collected from forms into a database. Furthermore, you can send the information to your regular communication tools, allowing you to understand the form responses from notification messages. This article explains how to set up this automated flow and the benefits of implementing it. If you aim to improve the efficiency of customer information collection and management, please take a look.
Recommended for
Those who spend a lot of time on manual input and notification tasks
Those struggling with data management across multiple apps
Those who feel challenged by information sharing and progress management within the team
Those who manage data using Google Sheets
Those who use Google Chat for business
For those who want to try it immediately
This article introduces the integration method using the no-code tool "Yoom". No complex settings or operations are required, and even non-engineers can easily implement it. You can start right away with the template below, so please give it a try!
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
How to Create a Workflow Integrating Google Sheets and Google Chat
Let's quickly utilize Yoom to integrate Google Sheets and Google Chat to create a flow bot! This time, we will explain the template for "adding the content answered in the form to Google Sheets and then notifying Google Chat."
Step 1: Register My App
1. Integrate Google Sheets
・Once you can log in to Yoom's workspace, click on My Apps displayed on the left side of the screen. ・Next, select New Connection → Google Sheets. ・On the screen that says "Integrate Yoom with Google Sheets," select "sign in with Google." ・In the account selection, click on the account you want to connect. ・When logging into Yoom, select "Next." ・On the screen where Yoom is requesting additional access to your Google account, select "Continue."
This completes the integration of Yoom and Google Sheets.
2. Integrate Google Chat
・Similarly, click on My Apps displayed at the top left of the screen. ・Next, select New Connection → Google Chat. ・Enter the Client ID and Client Secret. ・For detailed setup instructions, please check here.
This completes the integration of Yoom and Google Chat!
Once the registration of My Apps is complete, click the banner below to copy the template!
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
・The content of the form can be anything you like. Enter the content you want to set.
2. Confirm Form Display and Detailed Settings
・The content obtained from the previous form settings is displayed. ・Set sample values for the input form responses and save them.
Step 3: Set Up Google Sheets Action
1. Database Integration
・The title can be anything you like. If you want to change it, please set it individually. ・Select "Add Record" as the action to execute.
・For database integration, enter the spreadsheet ID, spreadsheet tab name, and table range.
・Enter the test sample values set in the form input as the output for the values of the records to be added.
Step 4: Set Up Google Chat Action
1. Select Integration Account and Action
・The title here can also be anything you like. ・Select "Send Message to Space" as the action.
2. API Connection Settings
・Enter the required items such as space ID, key, token, and message content. ・Create an embedded message using the values obtained from the form as the output for the message content. ・Once input is complete, test and save.
This completes the setup of the flow bot!
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
Examples of Other Automations Using Google Sheets and Google Chat
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Google Chat. All of these can be used with simple settings, so if you find something interesting, please give it a try!
Other Examples of Automation with Google Sheets and Google Chat
You can update Google Sheets when a post is made on Google Chat, or retrieve records on Google Sheets that match today's date and notify Google Chat in bulk every day. Furthermore, you can read files stored in Google Drive using OCR, verify the content, store it in the Google Sheets database, and notify Google Chat.
Read files stored in Google Drive using OCR, verify the content, store it in a Google Sheets database, and notify via Google Chat.
Add post content when a message is sent in Google Chat
By automating the transcription and summarization of messages, manual work is no longer necessary, making it possible to efficiently accumulate information.
Add content posted in a specific room on Google Chat to a Google Spreadsheet
This is a flow to add the message content to Google Docs when a message is sent in Google Chat.
■Notes ・Please connect Google Chat and Google Docs with Yoom respectively. ・AI operation is a feature available only in the Team Plan and Success Plan. If you are using the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan can have a two-week free trial. During the free trial, you can use apps and AI features (operations) that are subject to limitations. ・Integration with Google Chat is only available for Google Workspace. Please refer to the link below for details.https://intercom.help/yoom/ja/articles/6647336
This is a flow that extracts text from a post using AI and adds it to Microsoft Excel when a message is sent in Google Chat.
■Note ・Please link both Google Chat and Microsoft Excel with Yoom. ・AI operations are available only under the Team Plan or Success Plan. If you have the Free Plan or Mini Plan, the operation of the flow bots you set 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 apps and AI functions (operations) that are usually restricted. ・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details: https://intercom.help/yoom/ja/articles/6647336 ・Microsoft365 (formerly Office365) has Home plans and Business plans (Microsoft365 Business), and there is a possibility of authentication failure if you are not subscribed to the Business plan. ・You can choose trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・For the setup regarding operations that manipulate the Microsoft Excel database, please refer to the following: https://intercom.help/yoom/ja/articles/9003081
■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.
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).
Benefits of Integrating Google Sheets and Google Chat
1. Support for Real-Time Information Sharing and Quick Decision-Making
In this flow, information entered into the form is automatically added to Google Sheets and notified to Google Chat, reducing the effort of verification work. For example, when responses from an inquiry form are reflected in Google Sheets and notifications are sent simultaneously, the customer support team can respond quickly.
Such swift information sharing prevents delays in operations and promotes quick decision-making. This can speed up overall operations and is expected to improve customer satisfaction.
2. Improved Operational Efficiency through Error Reduction and Centralized Management
By implementing this flow, manual input and notifications can be automated, significantly reducing the occurrence of human errors. For instance, when the sales team centrally manages customer information, data is automatically added to Google Sheets from the form. Notifications are then immediately sent via Google Chat, preventing errors and delays caused by manual data entry.
With the ability to centrally manage data, focus can be shifted to other tasks, potentially enhancing overall operational efficiency.
3. Strengthening Team Communication and Collaboration
The integration of Google Sheets and Google Chat facilitates smooth information sharing and strengthens team collaboration. For example, when new information is added to Google Sheets, immediate notifications in Google Chat allow team members to discuss and make corrections on the spot.
This enables quick feedback and task progress management, potentially improving overall team performance. Moreover, increased communication can lead to smoother operations.
Conclusion
How was it? By integrating Google Sheets and Google Chat, you can automate manual input, preventing input errors and omissions. Fresh information is delivered to Google Chat, allowing you to check new information at any time! This enhances productivity and creates an environment where you can focus on your core tasks. Why not take this opportunity to use Yoom, which allows for easy no-code integration, to improve operational efficiency?
Please give it a try.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers.
I'm fascinated by Yoom's revolutionary service of “automating office work.”
I would like to write so that I can send out information that can be useful to everyone, even a little bit.
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