How to integrate Google Sheets with Hot Profile to register a lead in Hot Profile when a row is added in Google Sheets

If you are utilizing both Hot Profile, which specializes in sales and marketing, and Google Sheets, which allows for easy collaboration in managing and editing various data, app integration is recommended.
In particular, if you are manually transferring data from Google Sheets to Hot Profile, integrating the apps can automate the process.
Reducing manual input can save time and improve work efficiency. Why not take this opportunity to incorporate automation and improve your operations?

Recommended for

Companies using Google Sheets and Hot Profile
Companies temporarily storing lead information in Google Sheets
Individuals manually transferring lead information from Google Sheets to Hot Profile
Those who want to incorporate automation for efficient operations

Benefits and Examples of Integrating Google Sheets and Hot Profile

Benefit 1: Saves Time

With this app integration, when you add a row to Google Sheets, it is automatically registered as lead information in Hot Profile. This can potentially save working time.
For example, if you add acquired leads to Google Sheets and then add that data to Hot Profile, it becomes a repetitive task.
By incorporating this app integration, you only need to perform input tasks in Google Sheets, which shortens working time and ultimately saves time.

Benefit 2: Reduces Errors

When you add a row to Google Sheets, the data is automatically transferred to Hot Profile, reducing the likelihood of human errors due to typing mistakes.
For instance, even if you carefully check the data in Google Sheets for errors, mistakes can occur during manual transfer, leading to incorrect data being added. Additionally, you might forget to add the data to Hot Profile altogether.
However, by automating the process through app integration, the data from Google Sheets is directly added to Hot Profile as leads, minimizing such concerns.

Benefit 3: Enhances Information Sharing

This app integration can facilitate smooth information sharing between teams using Google Sheets and those using Hot Profile.
For example, if the marketing team uses Google Sheets and the sales team uses Hot Profile, leads acquired from advertisements by the marketing team can be quickly added to Hot Profile, allowing the sales team to take prompt action.
In environments where speed is crucial, this benefit is significant.

Now, let's explain how to register leads in Hot Profile when a row is added in Google Sheets using the no-code tool Yoom.

[What is Yoom]

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

First, use the Google Sheets API to retrieve data from newly added rows in Google Sheets.
Then, use the Hot Profile API to receive this data and register it as leads.

Additionally, the lead ID generated upon registration can be received by the Google Sheets API and automatically stored in Google Sheets.
While implementing such integration typically requires programming knowledge, it can be easily achieved without programming skills using the no-code tool Yoom.

The integration flow 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 register leads in Hot Profile and add lead IDs to Google Sheets
Turn on the trigger button and verify the integration between Google Sheets and Hot Profile

First, register with Yoom. Yoom offers a 2-week trial. You can actually operate it and check its usability.

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 link with Hot Profile.

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At this point, make sure to create the fields "Last Name", "Company ID", and "Lead ID".

Set any number for the Company ID.

The Lead ID will be added after registering leads in Hot Profile using data from Google Sheets. Therefore, it can be left blank at this point.

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. It's recommended to use something recognizable like the company name or the person in charge.
Use the Hot Profile API key for the access token. Check the red frame in the image for details.
Enter the domain as noted in the supplement 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 migrated screen
3. If you haven't registered with Yoom yet, please register
* If you have already registered, 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 be redirected to a page like the image, let's proceed with detailed settings. Step 3: Launch Settings for Google Sheets 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "【Copy】Register leads in Hot Profile when a row is added in Google Sheets". 3. Select App Trigger Click "When a row is added" on the Google Sheets icon. Since the title and other settings are complete, press Next. 4. Set the Trigger Interval Set the launch interval. Triggers can be set 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 the ID Set according to the suggestions in the supplement at the bottom of the box. Click the box. Since the data in Google Sheets will be listed, 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 Sheets will be from A to H. The column that does not overlap with others is set as the company ID in G. Therefore, the settings will be as shown in the image. 7. Execute the Test Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save. Step 4: Register Leads in Hot Profile and Add Lead ID to Google Sheets 1. Integrate with the App Click "Register Lead" on the Hot Profile icon. Since the title and other settings are complete, press Next. 2. Set Required Fields Set the required fields. Click inside the company ID box. Select "When a row is added" in the red frame. The data already registered in the linked Google Sheets will be listed. Click and insert the data equal to the company ID from among them. If you can insert it, it will look like the image. If there is other data you want to register, insert it in the same way. 3. Execute the Test Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save. Next, set to add the lead ID created when a lead is added to the Hot Profile to Google Sheets. 1. Operate the Database Click "Update Record" on the Google Sheets icon. Scroll down. 2. Set Required Fields Enter the required fields. Click the box for the Spreadsheet ID. When you click inside the box, the created sheets will be listed as shown in the image, so select the Google Sheets that you linked with Streak earlier. Set the tab name in the same way. Regarding the table range, it depends on the prepared Google Sheets, so enter it according to the contents of Google Sheets. This time, since we are using from A to H, we set it as shown in the image. Once you have entered it, press Next. 3. Conditions for the Record to be Updated Set the conditions for the record you want to update. From the dropdown on the left box, select the company ID set as data that does not overlap with others. Next, click the right box. Select the Google Sheets icon. From the data in Google Sheets, obtain the unique value set as non-overlapping with other data. This time, since the unique value was set as the company ID, we inserted the company ID. By doing this setting, the unique value set in Google Sheets will be linked with the information in Hot Profile, allowing the lead ID issued when a lead is added to Hot Profile to be added to Google Sheets. This makes it easier to identify which row was added to the lead in Hot Profile, as the newly created lead information ID can also be confirmed in Google Sheets. 4. Value of the Record After Update Next, set so that data is added to the lead ID column in Google Sheets. First, click the box. Select the Hot Profile icon. The data in Hot Profile will be listed. Select the data equal to the box item name. In the case of the image, since the box item name is "Lead ID", we also selected "Lead ID" from the data in Hot Profile. 4. Execute the Test Once the data insertion is complete, press the test button. If "Test Successful" is displayed, the setting is complete. Press Save. 5. 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. Flowbot Template Used This Time Google Sheets: Register leads in Hot Profile when a row is added

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

You can also register business card information. This ensures that valuable data is well-managed and shared, making it easy to quickly check at any time.

2. Update Company Information in Hot Profile When a Row is Updated in Google Sheets

This is a template for automatically reflecting updates to company information. It helps prevent omissions, allowing you to utilize the most up-to-date company information.

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

Automatically update important deal information. This can make it easier to share the status of the deals.

Summary

By utilizing multiple tools and leveraging various data, it becomes easier to perform tasks such as analysis, sharing, and editing. However, it can also lead to the hassle of data entry and management. In particular, transferring lead information, as in this case, tends to become routine work, which can be time-consuming and labor-intensive. By introducing automation in such situations, you can reduce the effort, improve efficiency, and create a more conducive working environment. Since Yoom requires no programming, anyone can easily implement automation. Please take advantage of this opportunity.