How to update company information in Hot Profile when a row is updated in Google Sheets by integrating Google Sheets with Hot Profile

By using multiple SaaS tools, it can become easier to work and share data, which can ultimately improve operational efficiency. However, it's also true that the more tools you use, the more effort it takes to manage them. Additionally, when it comes to data entry, do you ever find yourself unsure about which tool has the most up-to-date data and which one needs to be updated?
This time, we will introduce an app integration that can solve such problems. The tools to be integrated are Google Sheets and Hot Profile. Please make use of it to improve your operational efficiency.

Recommended for

Companies using Google Sheets and Hot Profile
Companies managing and editing company information using Google Sheets
People manually entering company information managed in Google Sheets
People who often find themselves unsure if each tool is up-to-date due to missed updates

Benefits and Examples of Integrating Google Sheets and Hot Profile

Benefit 1: Always Access Accurate Data

By integrating these two tools, when you update company information managed in Google Sheets, the company information in Hot Profile will also be automatically updated. This will likely reduce concerns about missed updates or omissions.
For example, if you only update the data in Google Sheets and forget to update Hot Profile, you may not know which data is correct. This would compromise the accuracy of the information and prevent you from utilizing the correct data.
However, with app integration, updating Google Sheets will also update the company information in Hot Profile, making it easier to verify that the data is always correct.

Benefit 2: Reduce Redundant Work

By making it so that updating Google Sheets automatically updates the company information in Hot Profile, you can potentially eliminate the redundant task of entering data twice.
For instance, if you previously updated the data in Google Sheets and then also updated the company information in Hot Profile, you had to enter the same data twice, which could feel like a bit of a hassle.
By introducing app integration, you can potentially eliminate this redundant work by only needing to update the data in Google Sheets, which will then also update Hot Profile.

Benefit 3: Expect Improved Efficiency

Integrating Google Sheets and Hot Profile can be expected to improve the efficiency of data management operations.
For example, normally you would need to enter data into two tools and carefully check whether the data is correct and up-to-date. Sometimes, you might end up using incorrect data and have to start the work over from scratch, which would significantly decrease efficiency.
However, by introducing app integration and automation, you can simplify these checks and reduce the risk of using incorrect data, potentially improving operational efficiency.

Now, let's explain how to use the no-code tool Yoom to "update company information in Hot Profile when a row is updated in Google Sheets."

[What is Yoom]

How to Register Leads in Hot Profile When a Row is Added in Google Sheets

First, obtain the updated data from Google Sheets using the Google Sheets API.
Then, use the Hot Profile API to receive the updated data and update the company information.
Generally, implementing such integration requires programming knowledge, but with the no-code tool Yoom, you can easily achieve it without programming knowledge.

The integration flow this time is broadly divided into the following processes:

Integrate Google Sheets and Hot Profile with My App
Set up to launch Google Sheets
Set up to update company information in Hot Profile
Turn on the trigger button and verify the integration operation between Google Sheets and Hot Profile

First, register with Yoom.
Yoom offers a 2-week trial, allowing you to test its functionality through actual operation.

Step 1: Link Google Sheets and Hot Profile with My App

After completing the registration with Yoom, please select "My App" from the menu on the left.

Next, click the new connection button at the top right.

Link Google Sheets with Yoom

1. Search

Click the Google Sheets icon.

2. Sign In

Click the red frame.

3. Select Account

Select the account to link.

After confirming and agreeing, press Next.

4. Link Complete

The screen will change, and if the above display appears, the link is complete.

5. Prepare Google Sheets

Prepare the Google Sheets to be linked with Hot Profile.

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At this time, be sure to create the items " Company ID" and "Update Date"

Set any number for the Company ID.

The update date was set as shown in the image.

Note that it is not necessary for other items to be as shown in the image. It is possible to link by adding "Company ID" and "Update Date" to the Google Sheets you usually use.

Link Hot Profile with Yoom

1. Search

Click the Hot Profile icon.

2. Enter Required Fields

Enter the required fields.

The account name can be anything you like. Something easy to understand, like the company name or the person in charge, is recommended.
Use the Hot Profile API key for the access token. Please check the red frame in the image for details.
Enter the domain as per the note at the bottom of the box.

3. Link Complete

Once the required fields are entered, press Add at the bottom right.
The screen will change, and if the above display appears, the link is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. Since you will transition to a page like the image, let's proceed with detailed settings. Step 3: Launch Settings for Google Spreadsheet 1. Open My Projects
Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template
‍ Click "【Copy】Update company information in Hot Profile when a row is updated in Google Spreadsheet".‍ 3. Select App Trigger Click "When a row is updated" on the Google Spreadsheet icon.
Since the title and other settings are complete, let's click Next.‍ 4. Set Trigger Launch Interval
Let's set the launch interval.
Triggers can be set to launch at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest launch interval varies depending on the plan. 5. Enter ID Follow the supplement at the bottom of the box and set it from the candidates. Click the box.
Since the data from Google Spreadsheet is displayed in a list, click and insert the one you want to link with Hot Profile.
Similarly, set the Sheet ID.‍ 6. Enter Table Range, etc.
Specify the table range, etc. This time, the table range of the prepared Google Spreadsheet will be from A to G.
The column that does not overlap with others is the company ID in F. The column you want to detect updates in is the update date in G.
After editing the column set for this item, by editing the "Update Date" last, the company information in Hot Profile will also be updated. Therefore, the settings will be as shown in the image. 7. Execute Test Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save. Step 4: Set to Update Company Information in Hot Profile 1. Link with App Click "Update Company" on the Hot Profile icon.
Since the title and other settings are complete, let's click Next.‍ 2. Set Required Items
Set the required items.
Click inside the company ID box. Select "When a row is added" in the red frame. The data already registered in the linked Google Spreadsheet will be displayed in a list.
Click and insert the data equal to the company ID from among them. When inserted, it will look like the image. If there are other data you want to register, insert them in the same way.‍ 3. Execute Test Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.‍ 4. Turn ON the Trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the app integration. The Flowbot template used this time
Update company information in Hot Profile when a row is updated in Google Spreadsheet

Other Automation Examples Using Google Sheets and Hot Profile

Here are some other examples of automation using Google Sheets and Hot Profile.

1. Register business card information in Hot Profile when a row is added in Google Sheets

Let's automate the addition of business card information as well. By storing it in Google Sheets, it will be quickly added to Hot Profile.

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2. Register a lead in Hot Profile when a row is added in Google Sheets

To ensure the addition of valuable leads, it is recommended to implement automation. This should also facilitate smooth sharing with team members.

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3. Update Hot Profile Deals When a Row is Updated in Google Sheets

Let's automatically update important deal information. This may make it easier to share the status of deals.

Summary

By integrating Google Sheets with Hot Profile, not only can data entry tasks be reduced, but it also becomes easier to prevent errors such as missed updates.
This is expected to improve work efficiency and lighten the workload.
No advanced knowledge of programming is required for app integration. Therefore, even those who have previously given up on automation can easily utilize it.
Please take this opportunity to try Yoom.