Google スプレッドシートとLoopsの連携イメージ
How to Integrate Applications

2024/12/20

To integrate Google Sheets with Loops and send an event to Loops when Google Sheets is updated

n.watanabe

Are you struggling with the manual work involved in integrating Google Sheets with other systems to improve business efficiency? Sending information entered in Google Sheets to another system can lead to increased work time and human errors. This issue can be resolved through automatic data integration.

The recommended solution is the no-code tool Yoom. With Yoom, you can automatically send information to Loops every time a row in Google Sheets is updated. This streamlines communication, reduces the risk of errors, and allows you to focus on important tasks. This article will detail the steps involved.

Recommended for

  • Those utilizing both Google Sheets and Loops
  • Those who find it cumbersome to connect information between Google Sheets and Loops
  • Those looking to efficiently integrate updated data from Google Sheets with other systems
  • Those wanting to reduce the burden of manual notification tasks and data updates in Google Sheets
  • Those aiming to improve business process efficiency and productivity by introducing automation tools

Benefits and Examples of Integrating Google Sheets and Loops

Benefit 1: Smooth Information Sharing and Business Process Efficiency

By integrating Google Sheets with Loops, you can set up a system where an event is sent to Loops whenever a row in Google Sheets is updated. This automation speeds up information sharing and is expected to improve business process efficiency.

For example, when a sales team enters new customer information into Google Sheets, that information is automatically sent to Loops, promoting notifications and necessary actions to related departments. This reduces delays and errors associated with manual information transmission, leading to improved productivity for the entire team.
Moreover, as information is always shared in its latest state, each team member can efficiently make necessary decisions and prioritize tasks.

Benefit 2: Quick Decision-Making and Productivity Improvement through Automatic Updates

By triggering an event in Loops when a row in Google Sheets is updated, data changes are automatically reflected, leading to quick decision-making.

For instance, when managing participant information for an online event in Google Sheets, updates to participation status such as "attending" or "not attending" are automatically sent to Loops. This allows the person in charge to quickly grasp the latest participation status and make appropriate follow-ups or resource allocations.
Additionally, as data changes are accurately and quickly visualized, it aids in future planning and strategic decision-making.

Benefit 3: Improved Work Speed and Prevention of Human Errors through Reduction of Manual Tasks

By implementing a system that automatically sends events to Loops when Google Sheets is updated, you can reduce the burden of manual notification tasks and data entry. This is expected to improve work speed and reduce the risk of human errors.

For example, in project management, when the progress of tasks is updated in a spreadsheet, that information is automatically sent to Loops and shared with all team members.
This kind of automation frees up the person in charge from routine tasks, allowing them to focus on more valuable work and creative tasks.

Now, let's explain how to use the no-code tool Yoom to "send an event to Loops when a row is updated in Google Sheets."

[What is Yoom]

How to Turn Added Content in Google Sheets into Events in Loops

The flow of sending an event to Loops when a row in Google Sheets is updated can be achieved by sending the necessary information to Loops, triggered by data changes in Google Sheets. Typically, such integration requires knowledge of APIs and programming skills.

However, by using the no-code tool Yoom, you can easily build automation flows without programming knowledge. This enables business efficiency and reduces human errors.

The general flow is as follows:

  • Integrate Yoom with Google Sheets and Loops as My Apps
  • Copy the template
  • Configure 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 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 connecting, information retrieval may not work well. (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."

Next, when the screen asking Yoom for access to your Google account appears, click "Continue."

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

Connect Loops with My Apps

Connecting Loops with My Apps requires an access token.
After logging into My Page, proceed to the API issuance screen from settings.

Then click "Generate Key" to obtain the API Keys (access token) and paste it into the Yoom screen.

Once the connection with My Apps 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, 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 it so that the flow starts when a row in the specified sheet is updated.

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

Please confirm the account information, make any necessary title corrections, and click "Next".
On the next page, you will 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 ID (sheet name) of the Google Sheets to be used from the candidates
  • Sheet ID: Select the tab name to be used from the candidates
  • Column with unique values: Specify a column where the values entered in each row within the same column do not duplicate
  • Column to detect updates: Specify the column that will be the trigger for this flow

The column to detect updates is specified as column D (key).

Once all required fields are entered, click "Test" to check if the information from the specified sheet can be retrieved.

If the test is successful, the content of the Google Sheets will be reflected in the output as shown above.
Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Set Up Sending Events to Loops

The next setting is "Send Event".
This is the setting to send and update the information obtained in the Google Sheets settings to Loops.

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

On the next page, you will configure the detailed settings for sending events.

Reflect the obtained output in each item.
Once input is complete, click "Test".

If the test is successful, the behavior history will be added to the target Audience.

Once confirmed up to this point, click "Save" to complete all settings.
Finally, turn the trigger ON.

Now, when a row in Google Sheets is updated, an event will be automatically sent to Loops.

The flow you set up is as follows.

Other Automation Examples Using Google Sheets and Loops

Create or Update Contacts in Loops When a Row is Added or Updated in Google Sheets

By simply adding or modifying customer information in Google Sheets, contacts are automatically created or updated in Loops. This eliminates the need for manual data entry and ensures that you always manage the most up-to-date customer data. It also increases opportunities for sales activities and follow-ups, facilitating smooth communication.

Setting this flow beforehand will make it more efficient.

Send transactional emails with Loops when a row is updated in Google Sheets
Transactional emails are automatically sent in response to customer information updates, allowing important notifications and follow-ups to be conducted in a timely manner. By utilizing this flow, an improvement in customer experience can also be expected.

Summary

By integrating Google Sheets with Loops, you can expect improved information sharing efficiency and a reduction in manual tasks. With Yoom, you can easily set it up without programming, enabling workflow automation.

By simply updating sales lists or modifying customer information in Google Sheets, crucial data is shared with Loops, making it less likely to miss business opportunities.

Start by registering for Yoom for free and take the first step towards improving business efficiency.

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
Loops
Automatic
Related Apps
App integration
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