Open the template page and click "Try this template".
If you are using Yoom, please log in, and if you are new, please
register as a member.
Proceeding as is, the template is automatically copied to your workspace.
Please change the template name as needed.
Click "My Projects" on the left to display the template you just copied.
Click the ellipsis (...) on the right and select "Edit".
Items to prepare
- A Google Spreadsheet where you can update contact information.
Please refer to the image for the header.
(The information to be updated will be described during the test.)
Now, let's set up the app trigger.
Select "When a row is updated".
You can change the title as desired.
After checking the account information to be linked, proceed to the next step.
- Trigger activation interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selectable activation intervals vary depending on the plan.
Set the table range to include everything, including the header.
- Column with unique values
※ Be sure to select a column where values do not duplicate!
This is the contact to be updated in HubSpot this time.
(We will change the email address and phone number.)
After moving to the Google Spreadsheet and updating the information, enter "Update" in column G.
Return to Flowbot and test.
If the HubSpot information is reflected in the output, save it.
Next, click "Update Contact". Please also check the account information to be linked. Proceed to the next step and set the items. Please select from the output as follows.
Select the update content from the output as well.
This time, we have additionally set the following items.
Test this as well, and if successful, save it. Let's check HubSpot.
The contact information has been successfully updated.
Thank you for your hard work.
Even someone like me, who is not familiar with programming, was able to proceed easily.
Here is the Flowbot used this time ↓