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2024/12/18

How to integrate Google Sheets with Kommo to automatically reflect row updates in Google Sheets to Kommo

n.watanabe

Managing customer information using Google Sheets and Kommo can be time-consuming due to manual data entry and updates, leading to decreased operational efficiency. You may also feel uncertain about data consistency between tools. The solution to these issues is Yoom's app integration feature. By using Yoom, information entered in Google Sheets is automatically reflected in Kommo, significantly reducing the need for manual input. This ensures that customer information is always accurate, facilitating smooth business operations. This page provides a detailed explanation of how to achieve integration using Yoom, including setup methods and specific benefits. Recommended for: - Those managing customer information with Google Sheets and Kommo - Those using multiple tools but concerned about data consistency - Sales or customer support teams aiming for accurate customer information management - Team leaders wanting to facilitate smooth information sharing between departments - Company representatives aiming to reduce manual data entry and improve operational efficiency Benefits and Examples of Integrating Google Sheets and Kommo Benefit 1: Reduction of Manual Input Effort Reflecting changes in Google Sheets data in Kommo reduces manual input effort. In business, different teams may manage customer contacts using different tools. In such environments, data inconsistencies can occur, increasing the risk of communication errors or incorrect handling by the wrong person. For example, if the sales team is unaware of the latest contact information, they may miss important business opportunities. This integration ensures that when customer contact information is entered or updated in Google Sheets, it is automatically reflected in Kommo. This helps maintain accurate information, reduce manual input errors, and improve operational efficiency. Benefit 2: Reduction of Data Entry Errors Eliminating the need for manual input prevents data entry errors. Manual information entry is a breeding ground for mistakes in data management. For example, errors in phone number digits or name spelling can affect the quality of customer service. This integration allows information from Google Sheets to be directly reflected in Kommo, avoiding duplicate entries and minimizing errors. A specific use case is customer support inquiry handling. Maintaining accurate customer information allows the responsible person to quickly grasp necessary information and provide appropriate guidance based on the inquiry content. This reduces information discrepancies and confirmation work burdens between departments, leading to more efficient business operations. Benefit 3: Smoother Interdepartmental Collaboration Smooth information sharing between departments can enhance overall team performance. When customer information is not centrally managed, confirming information can be cumbersome. For example, if the sales team needs to contact the support team every time they check the status of a project, operational efficiency may decrease. By integrating Google Sheets and Kommo, each team can always access the latest customer information. This shortens meeting preparation time and facilitates smooth project progress. This promotes effective teamwork and aims to achieve more efficient business operations. Now, let's explain how to use the no-code tool Yoom to "update Kommo contacts when a row is updated in Google Sheets." [About Yoom] How to Automatically Reflect Added Content in Google Sheets in Kommo When new data is added or updated in Google Sheets, it can be received using the Google Sheets API and update the corresponding contact information using the Kommo API. Generally, programming knowledge is required to achieve this process, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge. The general flow is as follows: - Integrate Yoom with Google Sheets and Kommo as My Apps - Copy the template - Configure the flow details - Turn on the trigger to activate the flow If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*1oc56uw*_gcl_aw*R0NMLjE3MzA5NjE2NDkuQ2p3S0NBaUF4S3k1QmhCYkVpd0FZaVctLTlCY2VUbTVya2xnaHR5bGpoVkFCRzhUT0N3OVU2YTRIT09MT081a0tOcExDT3BjQ1pncFh4b0NSV2NRQXZEX0J3RQ..*_gcl_au*MTY1ODE2MDExNi4xNzMyNTc5Mzky*_ga*MTI5NDAwNTQxMC4xNzI0ODAyODk4*_ga_663H387CXM*MTczMzgwNjI2NS4yMzAuMS4xNzMzODA3NTk5LjYwLjAuMTIyMTUzMjg2Nw..). If you are already using Yoom, please log in.

Step 1: Connect Google Sheets and Kommo to My Apps

First, let's connect the apps used in this flow and Yoom to 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 to My Apps

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

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

Proceed to the next step, and when the screen asking for Yoom's access to your Google account appears, click "Continue".

Click "Continue" to automatically return to the My Apps list page in Yoom, completing the connection.
Next, let's connect Kommo to My Apps.

Connect Kommo to My Apps

To connect Kommo to My Apps, you need the three pieces of information above.
After logging into Kommo, go to "Setting" → "Integrations" → "+CREATE INTEGRATION" from the left menu.

When the INTEGRATION creation window appears, paste the specified redirect URL and fill in the other required fields by referring to the official website.

Paste the obtained values into the Yoom screen and click "Add" to complete the My Apps connection.

Once you have confirmed that it has been added to the My Apps list, you are ready.
Next, we will move on to setting up the specific flow, so click "Try it" from 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 the flow to trigger when a specific row in the specified Google Sheets is updated.

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

If you are linked with multiple accounts, there is a possibility that an unintended account is displayed, so please select the correct one from the dropdown.
Correct the title if necessary and proceed to the next step.

On the next page, set the trigger activation interval.

  • Trigger Activation Interval: Selectable from 5 to 60 minutes. Some times may not be selectable depending on the plan.
  • Spreadsheet ID: Select the sheet name to use from the candidates
  • Sheet ID: Select the tab name to use from the candidates
  • Column to detect update: Specify the column that will trigger the flow in this case

In this setting, the column to detect updates is set to column C (Contact Fullname).

Once the settings are complete, update the information in the column you want to detect in the specified sheet and click "Test".

Once the test is complete, the information of the updated row is obtained as output.

Click "Save" to complete the app trigger setup.

Step 3: Set Up for Updating Lead Information in Kommo

The next setting is "Update Contact".
Reflect the obtained information in Kommo.

On the first page, as with Google Sheets, correct the title and proceed to the next step.

Select the necessary items from the output and click "Test".
If the test is successful, the information in Kommo will be updated.

The information update history will also be displayed on the Kommo screen, so please check it as well.

If the output can be obtained on the Yoom screen, the setup is complete.
Click "Save".

Finally, turn on the trigger to activate the flow.

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

The flow you set is as follows.

Other Automation Examples Using Google Sheets and Kommo

Add or Update Leads in Kommo When a Row is Added or Updated in Google Sheets

When a row is added or updated in Google Sheets, the information is automatically reflected in Kommo, and lead information is added or updated. This reduces manual data entry and streamlines lead management, which can improve the response speed of the sales team.

Add a note to Kommo when a row is added in Google Sheets

When a new row is added to Google Sheets, its content is automatically reflected as a note in Kommo. This process ensures that important information is recorded without omission and is expected to improve the efficiency of information sharing within the team.

Summary

By using Yoom, integrating Google Sheets with Kommo becomes easy, streamlining the management of customer information. It eliminates the need for manual data entry, reducing errors and speeding up operations.
Yoom is a no-code tool that anyone can set up easily without programming.

If you haven't used Yoom yet, be sure to sign up for free and try out its convenient automation features.

The person who wrote this article
n.watanabe
I have been an SEO writer for 5 years and have continued to write under the motto “easy to read” and “easy to convey.” I want to bring the convenience of Yoom, which can be linked to apps without programming knowledge, to many people!
Tags
Automation
Integration
Google Sheets
Kommo
Automatic
Related Apps
App integration
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