How to integrate Google Sheets with Keap to automatically reflect task updates in Google Sheets to Keap

Many people who use Google Sheets and Keap may find themselves burdened by manual updates and missing task information. These challenges can be efficiently resolved by integrating the two.

By implementing a system where task information in Keap is automatically updated when a row is updated in Google Sheets, you can reduce effort and prevent errors.

In this article, we will introduce specific methods and benefits of smoother task management through app integration.

Recommended for

Those who use Google Sheets and Keap but find challenges in manual task management
Those who want to efficiently update tasks while sharing them with multiple people in Google Sheets
Those using Keap who want to implement a system to prevent missed notifications or overlooked tasks
Those who use both Google Sheets and Keap in a team and are considering automating information sharing
Those who want to incorporate Google Sheets and Keap into project management to facilitate communication

Benefits and Examples of Integrating Google Sheets and Keap

Benefit 1: Improved Task Management Efficiency

Integrating Google Sheets and Keap enhances task management efficiency. Since task information updated in Google Sheets is automatically reflected in Keap, manual updates are unnecessary, saving time and effort.

For example, when multiple people are involved in a project, simply editing the progress or assignee of a task in Google Sheets will sync that information with Keap, allowing all stakeholders to quickly grasp the latest status.
This system not only reduces the risk of missing changes but also clarifies the overall picture of tasks, leading to more accurate schedule management. Additionally, automation allows you to focus on other important tasks by freeing you from repetitive manual work.

Benefit 2: Prevention of Missing Important Tasks

Integrating Google Sheets and Keap makes it easier to prevent missing important tasks. Especially in projects with a wide range of tasks, it increases the likelihood of avoiding confusion caused by updates not being immediately reflected.

For example, if there is a change in urgency for a task, you can update it in Google Sheets and have it automatically notify Keap. This allows project managers to issue instructions at the right time without missing high-priority tasks.
Furthermore, by combining it with Keap's reminder and notification features, you can create a system to regularly check task progress. This automation helps reduce the risk of project delays.

Benefit 3: Efficient Information Sharing Among Teams

Integrating Google Sheets and Keap streamlines information sharing within teams.

For example, by adding changes to task assignees or progress in Google Sheets and syncing it with Keap, you can create an environment where all team members can simultaneously refer to the latest information.
This information-sharing system reduces delays in communication among members and helps prevent misunderstandings or duplicate work in task progress. This integration functions as an essential tool to support team productivity improvement.

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

[What is Yoom]

How to Manage Added Content in Google Sheets with Keap

You can achieve this flow by detecting row updates in Google Sheets using the Google Sheets API and updating the corresponding task using Keap's API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, you can easily achieve it without programming knowledge.

The general flow is as follows:

Connect Yoom with Google Sheets and Keap as My Apps
Copy the template
Configure the flow details
Turn on the trigger

This flow is linked with the "Register Task" flow, and it assumes that the task has already been registered and the Task ID can be obtained.
If you haven't registered the task yet, please try that first.

If you haven't used Yoom yet, 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 in 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 well. (There is no problem if you change the sheet content later.)

To connect Google Sheets, you need to log in with your Google account.

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

Proceed to the next step, and a screen will appear asking Yoom for access to your Google account, so click "Continue."

Click "Continue," and you will automatically return 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 Sheets

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

On the first page, let's link your Google Sheets account.

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Check the account information of the Google Sheets linked with My Apps, make any necessary title corrections, and proceed to the next step.

Next, set the trigger activation interval.

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The trigger activation interval can be selected from 5 to 60 minutes, but please note that it may not be selectable depending on the plan.

Spreadsheet ID: Select the sheet name to use from the options
Sheet ID: Select the tab to use from the options
Column with unique values: Specify a column where the values entered in each row do not duplicate within the same column (Column A = Task No)
Column to detect updates: Specify the column that will trigger the flow (Column D = Details)

The sheet used in this setting is as follows.
The column to detect updates can also be set for due dates or assignees, so please set it according to your business needs.

Once the settings are complete, update the specified column and click "Test".
If the test is successful, the sheet information can be obtained as output.

Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Set Up Task Update in Keap

The next setting is "Update Task".
Reflect the changes obtained from the Google Sheets settings in Keap.

On the first page, as with the Google Sheets settings, make title corrections and account information, then proceed to the next step.

On the next page, configure the details of the information to be updated.

Enter the content you want to reflect in Keap from the output and perform the "Test".

If the test is successful, the task information in Keap is updated.
‍Once the information update is confirmed, click "Save" to complete all settings.

Finally, turn on the trigger.

Now, when a row in Google Sheets is updated, the task information in Keap will be automatically updated.

The flow you set 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 spreadsheets are frequently updated.

Delete Keap Task When a Row is Updated in Google Sheets

This flow automatically deletes tasks in Keap when a row in Google Sheets is updated. Implementing this system can make task organization easier and help prevent unnecessary work and confusion. Additionally, it is expected to reduce working time and improve operational efficiency, thereby helping to alleviate the burden of daily tasks.

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Update Keap Product Information When a Row is Updated in Google Sheets
This is a flow where updating product information in Google Sheets automatically updates the product information in Keap accordingly.
This eliminates the need for manual updates and ensures accurate information management while maintaining data consistency.
It is an ideal system for operations where product data is frequently changed.

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Summary

Integrating Google Sheets with Keap is highly effective for streamlining task management and reducing workload. By using Yoom, you can easily create automated workflows without any programming knowledge.

This reduces the need for manual updates and brings you closer to achieving accurate and efficient task management.
Yoom, which allows anyone to start easily without coding, is especially recommended for busy individuals. Register for free with Yoom and experience its convenience for yourself.