How to Automatically Create External Contacts in PHONE APPLI PEOPLE When a Row is Added in Google Sheets

Would you like to automate contact registration to make your daily tasks more efficient?
This article introduces a method to connect Google Sheets with PHONE APPLI PEOPLE, allowing external contacts to be automatically created in PHONE APPLI PEOPLE when a row is added to the spreadsheet.
This can reduce the effort involved in information sharing and registration tasks.
This app integration can be easily implemented without programming, so please give it a try.

Recommended for

Project managers who manage Google Sheets client data but find internal sharing cumbersome
Team leaders using PHONE APPLI PEOPLE who want to implement automation in registration tasks to improve work speed
Sales representatives who need quick sharing and management of stakeholder information at the start of a project

Benefits and Examples of Integrating Google Sheets with PHONE APPLI PEOPLE

Benefit 1. Improved Work Efficiency

The system that automatically registers external contacts in PHONE APPLI PEOPLE by simply entering data into Google Sheets reduces the hassle of double registration and improves work efficiency.
Additionally, it prevents human errors such as typos and omissions during input, allowing contact data to be efficiently synchronized across different systems.
This is particularly beneficial for departments like sales and public relations, which frequently add and share contacts, as it reduces daily work burdens and supports faster task progression.
Automating simple tasks included in daily operations can lead to an overall improvement in team performance.

Benefit 2. Quick Information Sharing

When a new row is added to Google Sheets, the information is immediately reflected in PHONE APPLI PEOPLE, supporting quick information sharing across the entire company.
For example, when a deal with a new client is finalized, simply adding the contact to Google Sheets allows the sales and management departments to quickly access the contact information.
This minimizes the time loss from information verification to the next action, facilitating smooth client interactions and transaction preparations.
This quick information sharing is expected to be particularly useful in situations where prompt client response is required after a transaction.

Benefit 3. Early Project Start

When a new project is launched, simply registering the necessary stakeholders' contact information in Google Sheets allows all members to immediately utilize the contacts in PHONE APPLI PEOPLE.
For instance, in joint projects or campaigns with new clients, where smooth communication among stakeholders is required, the information entered in Google Sheets is automatically reflected in PHONE APPLI PEOPLE, making it easier for team staff to contact each other.
Moreover, by streamlining the registration process, preparation time is shortened, and an early project start is expected. This process is anticipated to demonstrate high flexibility even in projects with time constraints.

Now, let's explain how to use the no-code tool Yoom to automatically create external contacts in PHONE APPLI PEOPLE when a row is added to Google Sheets.

[What is Yoom]

How to Automatically Create External Contacts in PHONE APPLI PEOPLE When a Row is Added to Google Sheets

This can be achieved by receiving the registration of a new row in Google Sheets using the Google Sheets API and automatically creating external contacts in PHONE APPLI PEOPLE based on the Google Sheets data using the API provided by PHONE APPLI PEOPLE.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

We will create it in the following major processes.
Connect Google Sheets and PHONE APPLI PEOPLE with My App Integration
Copy the template
Set a trigger in Google Sheets and set an action in PHONE APPLI PEOPLE
Set the trigger to ON and complete the flow operation preparation

If you are registered with Yoom, please log in, and if you are not registered, please proceed with the settings after registering for free.

Step 1: Integrate Google Sheets and PHONE APPLI PEOPLE with My Apps

First, integrate Google Sheets and Airtable with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen, then search for and click on Google Sheets from "+ New Connection".

Once access is granted, the integration with My Apps is complete.

Similarly, search for PHONE APPLI PEOPLE from "+ New Connection".

Set any name for "Account Name".
For "API Key", set the API key issued from PHONE APPLI PEOPLE, referring to the annotations and images.
After setting each item, click "Add" to complete the app integration.

Next, proceed with the settings using the template. Log into Yoom and click "Try it" on the banner below.

"Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set up Google Sheets Trigger

Set up the Google Sheets action. Click "When a row is added".

Next, check the "Account information to link with Google Sheets".
You can freely edit the title, but do not change the trigger action and click "Next".

Set up the API connection.
You can select "Trigger interval" as 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※Please note that the shortest trigger interval varies depending on the plan.
Click the field for "Spreadsheet ID" and "Sheet ID" and select the appropriate ID from the displayed options.
Set "Table range" and "Column with unique values" while checking the relevant sheet.
Once the setup is complete, click "Test".

Ensure that the information retrieved from Google Sheets is displayed in the output and click "Save".

Step 3: Set up PHONE APPLI PEOPLE Action

Set up the PHONE APPLI PEOPLE action. Click "Create external contact".

Edit the title as desired and verify the account information, then click "Next" to proceed.

Click the fields for each item and select the values from Google Sheets from the displayed options.

For "Phonebook type" and "Folder recognition number", select the appropriate items while checking the settings in PHONE APPLI PEOPLE.
Once the setup is complete, click "Test".

Ensure that the contact data created in PHONE APPLI PEOPLE is displayed in the output and click "Save".

Step 4: Set up Google Sheets Action

Set up the Google Sheets action. Click "Update record".

Edit the title as desired and verify the account information.
Then, set the same values as those set in Step 2 for "Database integration" and click "Next".

Set "① Conditions for the record to be updated". In this case, we set the condition as "when the management No. saved in the spreadsheet is equal to the management No. for which the contact was created".
For "② Values of the record after update", click the field and select the values created in PHONE APPLI PEOPLE. If not entered, it will not be updated from the original value.
Once the setup is complete, click "Test".
Once you confirm that the Google Sheets data has been updated, click "Save".

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Click "Turn on trigger" to complete the preparation for flow operation.
Now, when a row is added in Google Sheets, an external contact will be automatically created in PHONE APPLI PEOPLE, and the values in Google Sheets will also be updated.

Other Automation Examples Using Google Sheets

There are many other examples of automation using Google Sheets in Yoom, so here are a few.

1. Notify Discord When a Row is Updated in Google Sheets

When a row is updated in Google Sheets, that information is automatically notified to Discord. This allows for quick sharing of updates from Google Sheets, supporting each department to promptly proceed with the next steps.

2. Notify Google Sheets Information via Gmail at a Specific Schedule

When a specific schedule is reached, the information from Google Sheets is automatically notified through Gmail. This system allows for the quick sharing of information registered in Google Sheets at the necessary timing, supporting the efficiency of operations.

3. After registering a record in kintone, retrieve the record details and register them in Google Sheets

When a record is registered in kintone, the detailed information is automatically retrieved and recorded in Google Sheets. This ensures that when a record is registered in kintone, the detailed information is obtained and automatically recorded in Google Sheets.

Summary

By integrating Google Sheets with PHONE APPLI PEOPLE, we have streamlined the processes of data registration and information sharing that were previously done manually.
This automation helps save time spent on registration tasks, allowing you to focus on more important work.
Additionally, faster information sharing across the team is expected to facilitate smooth project progress.

Yoom's app integration can be easily implemented without programming. Take this opportunity to experience the efficiency improvements through automation.