How to integrate Google Sheets with Keap to automatically delete tasks in Keap when Google Sheets is updated

Do you feel overwhelmed by task management and unable to focus on important work? Many users of Google Sheets and Keap struggle with the hassle of manually adjusting Keap tasks to match updates in Google Sheets.

The solution to this problem is app integration using the no-code tool Yoom.You can easily set up a flow to automatically delete Keap tasks when a row is updated in Google Sheets.
This not only improves work efficiency but also helps prevent deletion errors.

In this article, we will explain the benefits and setup process of this convenient flow. Why not check out how to make task management smoother and make better use of your time?

Recommended for

Those who use Google Sheets and Keap in their daily work
Those who feel challenged by task integration between Google Sheets and Keap
Those who find manual task deletion time-consuming and want to improve work efficiency
Those who feel that forgotten or erroneous task deletions are affecting project progress
Those who want to streamline team-wide task management and facilitate information sharing

Benefits and Examples of Integrating Google Sheets and Keap

Benefit 1: Saving Time and Effort

By automatically deleting Keap tasks every time a row is updated in Google Sheets, you can expect improved task management efficiency.
Traditionally, it was necessary to check for updates in Google Sheets and manually delete Keap tasks. However, by utilizing app integration, these manual tasks become unnecessary, reducing the time and effort spent on daily task management.

This effect is particularly noticeable when there are many repetitive task deletions. Additionally, the time saved can be redirected to other important tasks or strategic decision-making, potentially improving overall work efficiency.
Such efficiency gains can positively impact not only individual work but also the productivity of the entire team.

Benefit 2: Prevention of Human Error

The mechanism of automatically deleting tasks in conjunction with Google Sheets updates reduces the risk of human error.
Manual task deletion is prone to forgotten deletions or unintended mistakes due to incorrect operations, which can affect the progress of the entire project.

By integrating Google Sheets and Keap, you can prevent errors in information during sheet updates. This stability, especially when managing a large number of tasks or involving multiple members, contributes to the accurate progress of tasks.
As a result, the reliability of the entire operation increases, and project progress management becomes smoother.

Benefit 3: Improved Task Management and Project Progress

Integrating Google Sheets and Keap not only streamlines task management but also allows for a more accurate understanding of the overall project progress.
With Google Sheets and Keap tasks linked, the latest status is automatically reflected, maintaining information consistency. This reduces the likelihood of unprocessed or duplicate tasks, keeping project progress smooth.

Moreover, since updates in Google Sheets lead to automatic deletion of Keap tasks, information sharing among members becomes smoother. Such accurate task management aids in visualizing progress and contributes to creating an environment where you can accurately determine what to do next. It can be considered a mechanism likely to enhance project productivity.

Now, let's explain how to use the no-code tool Yoom to "delete Keap tasks when a row is updated in Google Sheets."

[What is Yoom]

How to Automatically Delete Added Content in Google Sheets with Keap

Detect updates in Google Sheets using the Google Sheets API,

and delete Keap tasks using the API provided by Keap to achieve this flow.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The general flow is as follows:

Integrate Yoom with Google Sheets and Keap as My Apps
Copy the template
Detailed flow settings
Turn on the trigger

This flow is linked with the "Register Task" flow, assuming that tasks are already registered in Keap and Task IDs can be obtained.
If you haven't registered tasks yet, try starting from there.

If you are not using Yoom, please register for free here.

If you are already using Yoom, please log in.

Step 1: Connect Google Sheets and Keap with My Apps

First, let's connect the apps used in this flow with Yoom through My Apps.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app name.

Connect Google Sheets with My Apps

※Before connecting Google Sheets with My Apps, prepare the sheet you will use.
If you prepare the sheet after the connection, information retrieval may not work properly. (There is no problem if you change the sheet content later.)

Connecting Google Sheets requires logging in with a Google account.

When you search for Google Sheets in "New Connection," click "Sign in with Google" as shown in the image above.
Then, select your Google account and proceed to the "Log in to Yoom" screen, and click "Next."

As you proceed, a screen will appear asking Yoom for access to your Google account, so click "Continue."

Clicking "Continue" will automatically return you to the My Apps list page in Yoom, completing the connection.

Connect Keap with My Apps

Enter your Keap login information.
After logging in, a screen will appear asking for permission to connect with Yoom.

Click "Allow" to complete the connection with Yoom.

Once you confirm that it has been added to the My Apps list, proceed to the detailed settings of the flow.

Click "Try it" on the banner below to copy the template.

Step 2: Set Up App Trigger in Google Spreadsheet

The initial setting is "When a row is updated".
Set it so that the flow is triggered when a row in the specified Google Spreadsheet is updated.

On the first page, the account information of the Google Spreadsheet linked with My App is reflected.

Spreadsheet ID: Select the sheet name from the options
Sheet ID: Select the tab name from the options
Column with unique values: Specify a column where the values entered in each row are not duplicated (Column A = Task No)
Column to detect updates: Specify the column that will trigger the flow (Column G = Completed)

In this setting, when a check is placed in the "Completed" column, the task is set to be deleted.
Note that to issue a delete command in Keap, the Task ID obtained when the task was registered is required.

Enter the required fields, update the specified column, and click "Test".

If the test is successful, the information from the sheet can be obtained as output.
Completed = TRUE indicates that a check has been placed.

Once you have confirmed up to this point, click "Save".

Step 3: Set Up Task Deletion in Keap

Next is the "Delete Task" setting.
This setting is to delete tasks registered in Keap based on the information obtained from the Google Spreadsheet settings earlier.

On the first page, as with the Google Spreadsheet settings, correct the title and verify the account information before proceeding.

On the next page, specify the Task ID as the condition for deletion.
Select from the output and click "Test".

If the test is successful, the task that was created has been deleted from Keap.

Once you have confirmed this, click "Save" to complete all settings.

Finally, turn the trigger ON.

With this, tasks registered in Keap will be automatically deleted in response to row updates in the Google Spreadsheet.

The flow you set up is as follows.

Other Automation Examples Using Google Sheets and Keap

Create a Task in Keap When a Row is Added in Google Sheets
This flow automatically creates a task in Keap when a new row is added to Google Sheets, as mentioned at the beginning of the article.
This eliminates the need for manual task registration, helping to prevent errors and enabling efficient task management.
This is particularly effective in operations where Google Sheets is frequently updated.

Update Keap Task When a Row is Updated in Google Sheets
This flow automatically updates the task information in Keap whenever an existing row in Google Sheets is updated.
It facilitates smooth task progress management and is expected to improve work efficiency by sharing the latest information.
This flow also contributes to visualizing the overall progress of the project.

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Update Keap Product Information When a Row is Updated in Google Sheets
This flow automatically updates Keap's product information in sync when product information in Google Sheets is updated.
This eliminates the need for manual updates and ensures accurate information management while maintaining data consistency.
It is an ideal system for businesses where frequent changes to product data occur.

Summary

In this article, we introduced how to automate task deletion by integrating Google Sheets with Keap.

With the no-code tool Yoom, anyone can easily set it up without programming knowledge.
Reduce the hassle of manual work and create an environment where you can focus on important tasks. Why not start by registering for Yoom for free and trying out the flow using templates? Take the first step towards new work efficiency.