How to integrate Google Sheets with Loops to automatically register a row added in Google Sheets as a contact in Loops
How to Integrate Applications
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2024/12/19
How to integrate Google Sheets with Loops to automatically register a row added in Google Sheets as a contact in Loops
n.watanabe
Do you ever feel like managing data in your daily tasks takes too much time, and you wish to work more efficiently? Especially when managing customer contact information, manual entry can lead to increased errors and affect the overall performance of your operations.
This is where the integration of Google Sheets and Loops using the no-code tool Yoom comes in handy.
With Yoom, you can automatically register new rows added to Google Sheets as contacts in Loops. This eliminates the need for manual entry, reducing workload and enhancing team productivity. This article will detail how to streamline data management using Yoom, reducing effort and errors.
Recommended for:
Those who want to reduce data entry errors and achieve accurate information management between Google Sheets and Loops
Those who want to utilize Loops within their team to share the latest information in real-time
Those who frequently update information for events or projects and aim for speedy management
Those who want to simplify data integration between different tools and platforms and establish a consistent workflow
Benefits and Examples of Integrating Google Sheets and Loops
Benefit 1: Streamlining Data Entry and Reducing Operational Costs
Manual data entry not only burdens operations but also consumes a significant amount of time. However, by integrating Google Sheets and Loops, adding a new row to Google Sheets automatically creates a contact in Loops. This eliminates the need for manual entry, potentially improving operational efficiency.
For example, if a sales team records customer information daily in Google Sheets, utilizing this integration can increase the time available for preparing and following up on sales activities. Moreover, reducing the time spent on data entry can enhance the overall performance of the team. The time saved through automation can be used for strategic tasks and strengthening communication with customers.
Benefit 2: Improving Data Accuracy and Reducing Risks
Manual entry is prone to errors and information leakage risks, but integrating Google Sheets and Loops ensures data is accurately reflected, enhancing the reliability of information management. This accuracy is crucial, especially for important customer information.
For instance, when a customer support team handles new customer information, using this integration allows the information entered in Google Sheets to be directly transferred to Loops, maintaining data consistency. This reduces errors in customer interactions and enables the provision of quick and accurate services. Furthermore, fewer errors can reduce the costs associated with corrections and delays, potentially improving customer satisfaction.
Benefit 3: Immediate Information Sharing and Speeding Up Operations
Automatically reflecting information added to Google Sheets in Loops allows the latest information to be quickly shared within the team. This is particularly effective in operations where information is frequently updated.
For example, if an event management team manages participant lists in Google Sheets, utilizing this integration allows new participant information to be automatically reflected in Loops. This enables quick adjustments and notifications to participants, preventing communication gaps and information delays. Additionally, as other team members can refer to the latest information, it reduces the need for information confirmation exchanges, ensuring smooth progress of operations.
Now, let's explain how to use the no-code tool Yoom to "create a contact in Loops when a row is added in Google Sheets."
[What is Yoom]
How to Automatically Register Content Added to Google Sheets in Loops
When a new row is added to Google Sheets, it is possible to automatically create a new contact using the API provided by Loops by receiving that information through the Google Sheets API. Generally, implementing such a flow requires programming knowledge, 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 Loops as My Apps
Copy the Template
Set Flow Details
Turn on the Trigger
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 Loops with My Apps
First, let's connect the apps used in this flow with Yoom via My Apps. After logging into Yoom, click on "+ 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 searching 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."
Proceed to the next step, and when the screen asking for Yoom's access to your Google account appears, click "Continue."
Click "Continue," and you will automatically return to the My Apps list page in Yoom, completing the connection.
Connect Loops with My Apps
To connect Loops with My Apps, you need an access token. After logging into My Page, proceed to the API issuance screen from the settings.
After that, click "Generate Key" to obtain the API Keys (access token), and paste it into the Yoom screen.
Once the My Apps connection is complete, it will be displayed in the list.
This completes the My Apps connection settings. Next, we will move on to setting up the specific flow. 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 added". Set it up so that the flow activates when a row is added to the specified Google Sheet.
On the first page, the account information of the Google Sheet linked with My App is reflected.
Please check the account information and make any necessary title corrections before proceeding. Be careful not to change the trigger action, as it will stop the flow from working.
Next, set the trigger activation interval.
Select the Spreadsheet ID and Sheet ID from the options (manual input is also possible), and fill in all the required fields. The trigger activation interval can be set from 5 to 60 minutes.It will automatically check if a new row has been added to the sheet at the set time interval. Note that the trigger activation interval may not be selectable depending on the plan, so please be careful.
<span class="mark-yellow">A column with unique values must be specified as a column where values do not duplicate with other rows in the same column.</span>
In this sheet, column A (Customer No) is specified.
Once all inputs are complete, click "Test".
If the test is successful, you can obtain the Google Sheets information as output as shown above. From the second row onwards, output will be obtained each time a row is added.
Once confirmed, click "Save" to complete the app trigger setup.
Step 3: Set Up for Adding Contacts in Loops
Next is the "Create Contact" setup. This will add the information obtained from Google Sheets to Loops.
On the first page, as with Google Sheets, make any necessary title corrections and account information updates before proceeding.
On the next page, input the information to be reflected in Loops.
Select from the output for each item. Once all inputs are complete, click "Test" to check if a new contact is added to Loops.
(An error will occur if the email address is already registered.)
You can also obtain the Contact ID output in Yoom.
Once confirmed, click "Save" to complete the contact registration setup.
Step 4: Set Up to Add Information to Google Sheets
The final setting is "Update Record". This setting is used in the flow to update contact information in Loops.
On the first page, as before, make any necessary title corrections and account information updates, then scroll down. When you scroll, the "Database Integration" screen will appear.
Select and input the sheet you want to update information for. In this setup, the same sheet is used, so it is set with the same content as the first setting.
On the next page, set the conditions for updating information.
Select the red-framed part of the above screen from the output. The setting is to update item ② of the row in the sheet that matches condition ①.
Update the "Contact ID" information of the row where the specified sheet's Customer No (column A) value matches the obtained "Customer No".
Once input is complete, click "Test" to check if the information is updated in the specified sheet.
If the Contact ID has been added, it is successful, so click "Save" to complete all settings.
Finally, turn on the trigger.
Now, when a new row is added to Google Sheets, a contact will be automatically added to Loops. The flow you set up is as follows.
Other Automation Examples Using Google Sheets and Loops
Send Transactional Emails with Loops When a Row is Updated in Google Sheets
By integrating Google Sheets with Loops, you can automatically send transactional emails whenever a row in the spreadsheet is updated. This flow is recommended for those who want to build a system to send important notifications and reminders without missing any. It can automate the manual process of sending emails, potentially improving work efficiency. Quick information sharing with customers and internal members can also be achieved.
Send an Event with Loops When a Row is Updated in Google Sheets
You can set up a system to automatically send events with Loops every time data recorded in Google Sheets is updated. This allows for efficient event notifications, such as sharing progress or prompting actions to the team. It is expected to speed up information sharing and improve overall operational efficiency.
Add updated business card information from Sansan to Google Sheets
This is a flow that automatically adds information to Google Sheets every time new business card information is updated in Sansan. This eliminates the need for manual entry of business card information and allows for efficient centralized management of customer data. It is expected to reduce the burden of data sharing and management for the sales team.
Summary
Managing business data efficiently is often desired, but manual input and information discrepancies can be troublesome. With Yoom, you can easily integrate Google Sheets with Loops and automate the information registration process.
It can be set up without programming knowledge, making it accessible for anyone to use immediately. By freeing yourself from manual tasks and improving work efficiency, you can increase the time spent focusing on other important tasks. Register for Yoom for free now and eliminate the hassle of data management!
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!
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