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How to Integrate Applications

2024/12/20

How to integrate Google Sheets with Loops to automatically send transactional emails from Loops when a row in Google Sheets is modified

n.watanabe

Do you ever feel like you're spending too much time manually sending email notifications, preventing you from focusing on other tasks? If you're using Google Sheets to manage your business data, sending emails can often be a hassle. The solution to this problem is the integration of Google Sheets with the Loops app.

With the no-code tool Yoom, you can easily set up a system to automatically send emails via Loops based on updates to your Google Sheets data.
Not only does this reduce manual work and allow you to work more efficiently, but it also ensures consistent quality in your email communications by using templates.
Since it can be set up without programming, you can rest assured even without specialized knowledge. Why not optimize your operations easily and reduce your workload?

Recommended for:

  • Those using Google Sheets for business data management and considering email automation through integration with Loops
  • Business personnel manually sending email notifications and considering the introduction of automation tools
  • Corporate personnel facing challenges in managing the quality and consistency of transactional emails
  • Customer support personnel aiming to improve response speed and support systems
  • Administrators or IT personnel looking to introduce system integration or automation tools to improve business efficiency

Benefits and Examples of Integrating Google Sheets with Loops

Benefit 1: Improved Business Efficiency and Automated Email Sending

By automatically sending transactional emails with Loops based on row updates in Google Sheets, you can eliminate the need for manual email creation and sending tasks, allowing you to focus more time on other important tasks.

For example, it is useful for notifying business partners of inventory management updates or sending order confirmation emails to customers. Especially in operations where frequent data changes occur, significant reductions in work time can be expected. It is also suitable for automating routine tasks such as regular reminders or follow-up emails. It is effective in alleviating manpower shortages and preventing the omission of important emails.

Benefit 2: Maintaining Email Content Quality and Preventing Human Error

By using templated email sending, it becomes easier to maintain consistency in email content.

For example, in messages containing important information such as billing details or delivery confirmations, the risk of typos or omissions can be reduced. Even when multiple personnel are involved, the uniformity of the sent content can lead to increased corporate reliability.
Furthermore, in notifications requiring legal compliance or customer communications where brand image must be preserved, delivering a unified message can enable reassuring communication.

Benefit 3: Rapid Information Sharing and Improved Customer Response

By sending emails using Loops in response to row updates in Google Sheets, rapid information sharing becomes possible.

For example, immediately notifying stakeholders of project progress or promptly responding to customer inquiries can help enhance service quality. Such speedy responses can ultimately contribute to improved customer satisfaction and smooth communication within the team.
Additionally, in situations requiring urgent responses or support tasks needing quick action, it can potentially improve the overall work efficiency of the team. Promoting information sharing through such automation also aids in ensuring business transparency and simplifying management tasks.

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

[What is Yoom]

How to Send Emails with Loops Based on Content Added to Google Sheets

The flow of automatically sending transactional emails using Loops when a row is updated in Google Sheets can be achieved by obtaining row update information using the Google Sheets API and sending transactional emails through the API provided by Loops.
Generally, programming knowledge is required, but by using the no-code tool Yoom, it can be easily set up without programming knowledge.

The general flow is as follows:

  • Integrate Yoom with Google Sheets and Loops as My Apps
  • Copy the Template
  • Detailed Flow Settings
  • Turn ON the Trigger

If you are not using Yoom, 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 as 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 properly. (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."

Proceed to the next step, and 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 your My Page, proceed to the API issuance screen from the settings.

Then 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, 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".
This setting triggers the flow when a 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.

Please check the account information, make any necessary title corrections, and proceed to the next step.

On the next page, set the app trigger interval.
It checks for updates in the rows of Google Sheets at specified intervals.

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*Note that the trigger interval may not be selectable depending on the plan.

  • Spreadsheet ID: Select the ID (sheet name) of the Google Sheets to be used from the options
  • Sheet ID: Select the tab name to be used from the options
  • Column with unique values: Specify a column where the values entered in each row do not duplicate (Column A = Customer No)
  • Column to detect updates: Specify the column that will trigger the flow

In this article, we specify column D (Last Name) as the column to detect updates for clarity.

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Once all required fields are filled, click "Test".

If the test is successful, the information from Google Sheets can be obtained as output.

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This value varies depending on the content of the row. Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Set Up for Sending Transaction Emails with Loops

The next setting is "Send Transaction Email".
This setting is for sending transaction emails with Loops based on the information obtained from Google Sheets.

On the first page, as with Google Sheets, make any necessary title corrections and check the account information before proceeding.

On the next page, set the information to be reflected in Loops.

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Reflect the values from the output in each field.
Once all fields are filled, click "Test" to check if the transaction email is sent from Loops.

If the email is successfully sent, click "Save" to complete all settings.
Finally, turn on the trigger to activate the flow.

Now, when a row in Google Sheets is updated, a transaction email will be automatically sent from Loops.

The flow set up this time is as follows.

Other Automation Examples Using Google Sheets and Loops

Create or Update Contacts in Loops When Rows are 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, allowing you to manage the most up-to-date customer data at all times. It also increases opportunities for sales activities and follow-ups, facilitating smooth communication.

Automatically Send Events to Loops When Google Sheets is Updated

This flow automatically sends events using Loops when a row in Google Sheets is updated. By integrating the updates with other systems or services and quickly processing the data, it is expected to improve operational efficiency. Additionally, it can help prevent manual errors and maintain consistency of information.

Summary

Yoom, which can integrate Google Sheets and Loops, is a tool that makes business automation easy to achieve. It does not require programming knowledge and allows for intuitive setup, making it accessible for anyone to implement. It reduces manual tasks, enhances work efficiency, prevents human errors, and ensures consistent email delivery through the use of templates.

First, register for Yoom for free and try out its convenience. Why not utilize this tool, which promises quick implementation and effectiveness, to improve your business operations?

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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