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2024/12/25

How to integrate Google Sheets with Keap to update product information in Keap when a row is updated in Google Sheets

t.aizawa

In the pursuit of business efficiency, centralized data management and automation have become indispensable elements. By integrating Google Sheets with Keap, you can streamline product information updates and management tasks, reducing effort and errors, and enabling more accurate and speedy responses. This article specifically explains the benefits of integrating Google Sheets with Keap and provides a step-by-step guide with images. It's a must-read for those aiming to improve business productivity!

Recommended for

  • E-commerce site operators who feel burdened by manual data updates to Keap
  • Companies struggling with data inconsistencies between Google Sheets and Keap
  • Marketing personnel who frequently conduct sales and promotions

Benefits and Examples of Integrating Google Sheets with Keap

Benefit 1: Reducing the Effort of Product Information Updates

By integrating Google Sheets with Keap, product information updates are automated, reducing the need for manual input. For example, simply adding "New Product A" to Google Sheets will timely reflect that information in Keap. This eliminates the need to log into Keap and update information individually, potentially shortening work time. Especially for companies handling dozens of products, the burden of regular updates can be significant, but this integration allows for a focus on other tasks. Additionally, it helps reduce errors, enabling efficient business operations.

Benefit 2: Preventing Update Omissions

Have you ever forgotten to reflect new product information in Keap amidst a busy schedule? By integrating Google Sheets with Keap, you can create a system to prevent data update omissions. This ensures that information entered in Google Sheets is timely reflected in Keap, minimizing the risk of forgetting updates. For example, simply recording the price of a new product in Google Sheets will reflect it on Keap's sales page, ensuring accurate information always reaches customers. This prevents issues caused by update omissions and enables highly reliable business operations.

Benefit 3: Improving Work Speed

The integration of Google Sheets with Keap allows for timely data synchronization, which can improve work speed. This is particularly evident when frequently updating sales or campaign information. For example, by simply adding a "Sale Price" item to the spreadsheet, it is instantly reflected in Keap's system, making it easier to approach customers quickly. Eliminating data reflection delays creates an environment where sales and marketing activities can be conducted timely, allowing for flexible responses in a rapidly changing market environment.

[About Yoom]

How to Update Keap Product Information When a Row is Updated in Google Sheets

By updating a row in Google Sheets, you can automatically update product information in Keap. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow is broadly created through the following processes:

  • Register Google Sheets and Keap as My Apps
  • Set up for when a row is updated in Google Sheets
  • Integrate with Keap to update product information

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

If you are already using Yoom, please log in.

Step 1: Connect Google Sheets and Keap with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Google Sheets.
(3) On the Google Sheets login screen, click "Sign in with Google" and log in.

(4) Next, register Keap with My Apps. Similarly, click on Keap from the list of new connections in Yoom.
(5) On the Keap login screen, enter your email and password to log in.

Once the connection is complete, Google Sheets and Keap will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When a Row is Updated in Google Sheets

(1) We will use the template introduced earlier. Click "Try it" on the banner below.

Click on "When a row is updated" in the app trigger.

(2) From the "Select Integration Account and Action" screen of Google Sheets, check that there are no errors in the account information linked to Google Sheets, keep the trigger action as "When a row is updated," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Scroll down and select the Spreadsheet ID and Sheet ID from the options.

After confirming the red line, enter the table range (start), table range (end), column with unique values, and the column in Google Sheets where you want to detect updates.

Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.

Step 3: Update Product Information by Integrating with Keap

(1) Next, update the product information by integrating with Keap.
Click "Update Product."

(2) From the "Select Integration Account and Action" screen of Keap, check that there are no errors in the account information linked to Keap, keep the action as "Update Product," and click "Next."

(3) From the "API Connection Settings" screen, select the Product Id from the output.
Other fields are not mandatory. Please enter the necessary fields.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flowbot "Update Keap product information when a row is updated in Google Sheets."

Other Automation Examples Using Google Sheets and Keap

At Yoom, we have other examples of automation using Google Sheets and Keap, and we would like to introduce a few of them.

1. Create a Task in Keap When a Row is Added in Google Sheets

By utilizing this flow, you can automatically create a task in Keap when a row is added in Google Sheets. This eliminates the need to manually create tasks, allowing you to spend time on other tasks.

2. Update Keap Task When a Row is Updated in Google Sheets

By updating a row in Google Sheets, the task in Keap is automatically updated as well. This reduces the risk of missing changes or input errors, ensuring that the latest information is automatically reflected in Keap, facilitating smooth information sharing.

3. Delete a Keap task when a row is updated in Google Sheets

By updating a row in Google Sheets, you can automatically delete a task in Keap. This reduces the manual effort required to delete tasks, saving time and effort for the person responsible. Additionally, automation can help prevent errors such as missing deletions or accidentally deleting the wrong task.

Additionally, if you want to check templates using Google Sheets or Keap, please visit the following site.

List of Flowbot Templates Using Google Sheets

List of Flowbot Templates Using Keap

Summary

Integrating Google Sheets and Keap can streamline the process of updating product information, reduce errors and effort, and facilitate smooth information sharing among teams, offering various benefits. This integration can help reduce the time spent on manual tasks, allowing you to focus on more important work. It is particularly valuable for industries that require frequent information updates or companies that need to share data across different departments. To achieve efficient and accurate business operations, consider utilizing this integration.

The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!
Tags
Google Sheets
Keap
Automation
Integration
Related Apps
App integration
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