How to create a product in MakeLeaps when a row is added in Google Sheets by integrating Google Sheets with MakeLeaps

When managing product information in Google Sheets, do you ever feel that adding new products is cumbersome? Additionally, many people struggle with the hassle of repeatedly entering the same information due to inefficient information sharing between departments.

The solution to these challenges is the integration of Google Sheets and MakeLeaps using Yoom. With this integration, you can automatically create new product information in MakeLeaps simply by adding a row in Google Sheets.
This reduces manual workload and improves the accuracy of information. In this article, we will introduce this system, which anyone can easily start without programming. Please read to the end!

Recommended for

Those who feel burdened by manual data entry using Google Sheets and MakeLeaps
Those who want to streamline the updating and management of product information and improve information sharing between departments
Company representatives who want to achieve centralized management of product information across multiple tools and reduce the hassle of updating tasks
Those who want to reduce manual input errors and improve accuracy when registering or changing new products
Those who want to quickly share product information between sales, accounting, and development teams to enhance business transparency

Benefits and Examples of Integrating Google Sheets and MakeLeaps

Benefit 1: Streamlining Data Entry and Reducing Human Errors

By implementing a system where a new product is automatically created in MakeLeaps every time a new row is added in Google Sheets, there is no need to manually enter product information. This reduces the workload and enables efficient data management.
Manual entry is time-consuming and carries the risk of incorrect or missing entries, but automation can solve these issues.

For example, if the sales team enters new product information into Google Sheets, setting up a system where it is registered in MakeLeaps eliminates the need for the accounting team to re-enter the product information, thereby improving the accuracy of operations.

Benefit 2: Promoting Information Sharing Between Departments

Integrating Google Sheets and MakeLeaps allows smooth sharing of product information across multiple departments. Since the product information entered in Google Sheets is reflected in MakeLeaps, related teams can utilize the same information, avoiding duplicate work.

For example, when the product development team enters new product information into Google Sheets, the sales and accounting teams can view that information in MakeLeaps and use it for creating quotes and invoices. This allows each department to collaborate based on the latest information, improving operational efficiency.

Benefit 3: Centralized Management and Improved Updateability of Product Information

Integrating Google Sheets and MakeLeaps enables centralized management of product information. By simply adding information to Google Sheets, the product information registered in MakeLeaps is also automatically updated, maintaining data consistency.
This system eliminates the hassle of updating the same information across multiple platforms, ensuring the information remains up-to-date.

For example, when a large number of new products are added, simply adding the information to Google Sheets automatically reflects it in MakeLeaps, reducing the risk of conveying incorrect information to business partners.

Now, let's explain how to use the no-code tool Yoom to "create a product in MakeLeaps when a row is added in Google Sheets."

[What is Yoom]

How to Create a Product in MakeLeaps When a Row is Added in Google Sheets

This can be achieved by detecting the addition of rows using the Google Sheets API and creating new products with the MakeLeaps API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The general flow of setting up is as follows:

Integrate Yoom with Google Sheets and Smartsheet as My Apps
Copy the template
Set the flow details
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 MakeLeaps with My Apps

First, let's connect the apps used in this flow with Yoom.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app by name.

Connect Google Sheets with My Apps

※Before connecting Google Sheets with My Apps, make sure to 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.)

The sheet created for testing this time is as follows.

Next, proceed to connect Google Sheets.
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" as shown in the image above.
Then, select your Google account and proceed to the "Log in to Yoom" screen, and click "Next."

As you proceed, a screen will appear asking Yoom for access to your Google account, so click "Continue."

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

Connect MakeLeaps with My Apps

To connect MakeLeaps with My Apps, you need a token and MakeLeaps ID.

The token needs to be Base64 encoded in a specified format.
After logging into MakeLeaps, retrieve the information from the app connection.

Once you display the details, create a new API key to generate the client ID and client secret.

Enter any name, check the box, and click "Add API Key."

Encode the displayed client ID and client secret using the help page as a reference.

Obtain the MakeLeaps ID from the specified location, paste the two values into the Yoom screen, and click "Add" to complete the My Apps connection.

Once the setup is complete, confirm that it has been added to the My Apps list.

This completes the preparation.

Next, we will move on to the detailed settings of the 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 added".
Set it 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.

Edit the title to make it clear, check the account information, and proceed to the next step.
Next, set the trigger activation interval.

The trigger activation interval can be set from 5 to 60 minutes, and it checks for row updates in Google Sheets at the set time intervals.

Note that the trigger activation interval may not be selectable depending on the plan, so please be careful.

Spreadsheet ID: Select the name of the Google Sheet to use from the options
Sheet ID: Select the tab name to use from the options
Column with unique values: Specify a column where values do not duplicate within the same column (A=No)

Once the settings are complete, add a row to the specified sheet and click "Test".
If the test is successful, you can obtain the output values.

The information from Google Sheets has been reflected. Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Settings for Creating Products

Next is the "Create Product" setting.
Create a product in MakeLeaps based on the information from Google Sheets.

On the first page, as with the Google Sheets settings, edit the title and check the account information before proceeding to the next step.

Next, perform detailed settings for the product information.

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Use the output obtained in the initial setting to fill in the necessary fields.
Once the settings are complete, click "Test" to check if the information is reflected in MakeLeaps.

If the test is successful, you can obtain output including "Product ID" and "Product URL".
These two outputs will be used in the next setting.

Once confirmed, click "Save" to complete the settings for product creation.

Step 4: Setting Up Record Updates in Google Sheets

The final setting is "Update Record".
Add the "Product ID" and "Product URL" obtained from the MakeLeaps settings to Google Sheets, and make them usable in the flow to update information.

On the first page, edit the title and check the account information before linking the database.
Specify the sheet you want to update data on (the same one as in the initial setting for this setup).

Once input is complete, proceed to the next step.

Next, set the conditions for the update.

Set it to update (add) the "Product ID" and "Product URL" in the row where the No in the specified Google Sheet matches the output "No".

Once the settings are complete, click "Test" and confirm that the information has been updated in Google Sheets.

Once confirmed, click "Save" to complete all settings.

Finally, turn on the trigger to activate the flow.

Now, a product will be created in MakeLeaps when a row is added to Google Sheets.

The flow you set up is as follows:

Other Automation Examples Using Google Sheets and MakeLeaps

Update MakeLeaps Contacts When a Row is Updated in Google Sheets
When a row in Google Sheets is updated, the contact information in MakeLeaps is automatically updated as well. This flow eliminates the need for manual corrections and is expected to maintain consistency of information.

This is an ideal system for those who want to improve the accuracy of customer data.

Create a document in MakeLeaps when a row is added in Google Sheets
When a new row is added in Google Sheets, a document is automatically created in MakeLeaps based on that information.
This is expected to streamline the creation of invoices and quotes, reducing working time and accelerating business operations.

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Send MakeLeaps documents when a row is updated in Google Sheets
When a row is updated in Google Sheets, you can automatically send the related documents in MakeLeaps. This flow ensures that you don't miss the timing for sending documents and allows for prompt customer response.

Recommended for those who want to reduce effort and improve customer satisfaction.

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Summary

The integration of Google Sheets and MakeLeaps streamlines operations and reduces manual workload. With Yoom, you can easily set it up without any programming knowledge. It is an ideal tool for those who want to manage product information, facilitate information sharing between departments, and enhance the overall speed of operations.

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