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

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

It is possible to achieve this by receiving updates from Google Sheets using the Google Sheets API and updating contacts using the API provided by Close.
Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

The integration flow is broadly created through the following processes.

• Register Google Sheets and Close as My Apps
• Set up a trigger to activate when a row is updated in Google Sheets
• Set up to update contacts in Close
• Test and verify

Step 1: Integrate Google Sheets and Close as My Apps

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
This time, search for and register Google Sheets and Close respectively.

Register Google Sheets as My App

First, let's register from Google Sheets. Enter Google Sheets in the input field, and the Google Sheets icon will appear, so click on the icon.

1. The following screen will appear.
Click "Sign in with Google".

2. Select the account to integrate.

3. Review the content and click "Next".

4. Review the content and click "Continue".
This completes the registration of Google Sheets as My App.

Register Close as My App

Similarly, search for Close and click on the icon.

1. The following screen will appear.
Enter the account name and API key.

This concludes the registration of Google Sheets and Close as My Apps.

When the My App registration is successful, the following screen will appear.
Check if the icons for Google Sheets and Close are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare the Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up a trigger to activate when a row is updated in Google Sheets

This time, since we are using Google Sheets as an app trigger, please refer to the following link.
Notes on using Google Sheets as an app trigger

1. First, click on "When a row is updated" at the top.

2. You can set the title freely.
Enter the account information to link with Google Sheets.
Select "When a row is updated" as the trigger.
Once you have finished entering, click "Next".

3. Set each item.
You can select the trigger activation time interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.
For Spreadsheet ID and Sheet ID, click the input field to display candidates, and select from them.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting to update contact in Close

1. Return to the flow. Finally, click the "Update Contact" icon.

2. Enter the account information to link with Close.
Select "Update Contact" as the action.
Once you have finished entering, click "Next".

3. Set each item.
Lead ID and Contact ID are required fields, so be sure to enter them.
Click the input field to display the output obtained earlier, and use it as needed.
For example, if there is a change in the email address of the person in charge, you can update the email address by referencing the information from Google Sheets as shown below.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. With this, the flow of [When a row is updated in Google Sheets, update the contact in Close] is complete.

Step 4: Testing and Verification

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Yoom is recommended for IT beginners because it can be set up without coding.
Try this convenient flow from the link below.

Other Automation Examples Using Google Sheets and Close

There are many other examples of automation using Google Sheets and Close available on Yoom, so here are a few introductions.

1. A flow that updates a task in Close when a row is updated in Google Sheets.
By utilizing this template, you can automatically update tasks in Close whenever a row is updated in Google Sheets.
This makes it easier to prevent workflow disruptions and miscommunications between teams caused by delays in information updates.

2. This is a flow to delete a lead in Close when a row is updated in Google Sheets.
‍ By using this template, a lead in Close will be automatically deleted when a row is updated in Google Sheets.
By sharing the Google Sheets with your team members and managing lead information, it will be easier to avoid unnecessary deletions.

3. This is a flow that creates a task in Close when a row is added in Google Sheets.
By using this template, you can integrate Google Sheets with Close, enabling smooth task management.
This reduces manual task entry and is expected to improve work efficiency.

Summary

By integrating Google Sheets with Close, you can automatically update contacts in Close whenever a row is updated in Google Sheets.
Automating contact updates ensures that the information in Close is always up-to-date.
This reduces the manual update tasks performed regularly, potentially decreasing the workload.
Yoom offers templates for various tasks such as task management and email sending, making it accessible even for beginners.
By utilizing these templates, you can automate tasks without spending time on complex settings.
Consider Yoom as a new option for improving business efficiency.