How to delete a contact in Close when a row is updated in Google Sheets by integrating Google Sheets with Close

Are you looking for accurate data management and efficient utilization methods? Organizing customer information is a crucial element that supports the foundation of your operations.
In such cases, by integrating Google Sheets with Close and implementing a system that automatically deletes contacts in Close when a row in Google Sheets is updated, you can simplify and effectively manage your data.
This system offers various benefits, such as reducing manual work and minimizing security risks.
This article will explain in detail the specific advantages of integrating Google Sheets with Close.

Recommended for

Customer support teams looking to reduce manual work and automate business processes
Companies wanting to quickly delete unnecessary customer data to minimize the risk of information leaks
Teams aiming to centralize data management and utilize integration between tools

Benefits and Examples of Integrating Google Sheets with Close

Benefit 1: Centralized Data Management

By integrating Google Sheets with Close, you can centralize your business processes through data management. If sales or support teams share a Google Sheet, any changes to customer status will be reflected in Close, avoiding the risk of data inconsistencies between tools.

For example, forgetting to delete data might lead to confusion if other members take action based on outdated information. Such issues can be resolved through automation.

Benefit 2: Reduction of Security Risks

From a personal information protection perspective, a system that timely deletes unnecessary data is crucial.
By integrating Google Sheets with Close, data marked for deletion in Google Sheets is promptly erased from Close, avoiding the risk of data lingering for extended periods.
For instance, if personal information remains after a member leaves, the risk of information leaks increases. Reducing such risks can enhance the overall security level of the company.

Benefit 3: Cost Reduction

Integrating Google Sheets with Close can reduce staff working hours.
This allows for efficient use of limited resources and helps keep business costs down. Especially for small teams, reducing manual work burdens enables large-scale data management with limited personnel.
For example, processing hundreds of customer data entries daily would take hours without automation. However, with an integrated system, this task can be completed in just a few minutes. It also helps prevent additional costs from labor and errors.

[About Yoom]

How to Delete Contacts in Close When a Row in Google Sheets is Updated

By integrating Google Sheets with Close, you can automatically delete contacts in Close when a row in Google Sheets is updated. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

Register Google Sheets and Close as My Apps
Set up the integration for updates in Google Sheets
Integrate with Close to delete contacts

If you haven't used Yoom yet, please register for free here.

If you are already using Yoom, please log in.

Step 1: Connect Google Sheets and Close with My Apps

(1) After logging into Yoom, select "My Apps" from the left menu and click "+ New Connection".

(2) From the list of new connections in My Apps, click Google Sheets.
(3) On the Google Sheets login screen, click "Sign in with Google" and log in.

(4) Next, connect Close. Similarly, click Close from the list of new connections in Yoom.
(5) On the "New Registration for Close" screen, check the red frame, enter the account name and API key, and click "Add".

Once the connection is complete, Google Sheets and Close will be registered in My Apps in Yoom.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Set Up Updates When Connected with Google Sheets

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a row is updated" in the app trigger.

(2) From the "Select Account and Action" screen of Google Sheets, check if there is any error in the account information linked with Google Sheets, keep the trigger action as "When a row is updated" and click "Next".

(3) From the "API Connection Settings for App Trigger" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.

Scroll down and select the Spreadsheet ID and Sheet ID from the options.

Enter other items directly.

Once the input is complete, click "Test" and if no errors occur, click "Save" at the bottom.

Step 3: Delete Contacts by Integrating with Close

(1) Next, integrate with Close to delete contacts.
Click "Delete Contact".

(2) From the "Select Account and Action" screen of Close, check if there is any error in the account information linked with Close, keep the action as "Delete Contact" and click "Next".

(3) From the "API Connection Settings" screen, select the Contact ID from the output.

Once the selection is complete, click "Test" at the bottom, and if no errors occur, click "Save".
(4) Finally, click "Turn on Trigger".

This completes the flow bot "Delete Close contacts when a row is updated in Google Sheets".

Other Automation Examples Using Google Sheets and Close

At Yoom, we have other examples of automation using Google Sheets and Close, so let us introduce a few.

1. Create a Contact in Close When a Row is Added in Google Sheets

By adding a row in Google Sheets, you can automatically create a contact in Close. This is expected to save the hassle of double entry and prevent input errors. This flow is recommended for those who are transcribing information from Google Sheets to Close.

2. Create a task in Close when a row is added in Google Sheets

By utilizing this flow, you can seamlessly create tasks in Close while managing progress in Google Sheets, reducing the need for manual input. Additionally, by integrating communication tools, you can also share the tasks added to Close in a timely manner.

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

This flow automatically updates a Close task when a row is updated in Google Sheets. This helps maintain consistency between Google Sheets and Close, and is expected to reduce the impact on operations due to delayed updates.

Additionally, if you want to check out templates using Google Sheets or Close, please visit the following site.

List of Flowbot Templates Using Google Sheets

List of Flowbot Templates Using Close

Summary

The integration of Google Sheets and Close seems to not only enhance the efficiency and accuracy of data management but also contribute to reducing security risks and improving cost savings! By leveraging this system, you can prevent errors from manual work and reduce the workload for the entire team. Additionally, centralizing data is expected to strengthen the integration between tools and streamline business processes. This integration will be particularly effective in a busy business environment where information organization is required. Consider implementing it to achieve efficient and effective data management.