How to Automatically Create Internal Contacts in PHONE APPLI PEOPLE When a Row is Added in Google Sheets
How to Integrate Applications
・
2025/01/01
How to Automatically Create Internal Contacts in PHONE APPLI PEOPLE When a Row is Added in Google Sheets
s.miyamoto
Would you like to automate contact registration to speed up information sharing? This time, we will introduce a method to automatically register contacts when a row is added to a Google Spreadsheet by linking it with PHONE APPLI PEOPLE. Automation is expected to improve the efficiency of contact registration, which was previously done manually, and enhance the accuracy of contact information. This app integration does not require programming and can be easily implemented, so please give it a try.
Recommended for
Companies that use both Google Spreadsheets and PHONE APPLI PEOPLE and want to further improve operational efficiency by combining these apps
HR personnel who find it cumbersome to register and manage internal contact information
Sales representatives who want to reduce the time and errors associated with manual contact registration
Benefits and Examples of Integrating Google Spreadsheets with PHONE APPLI PEOPLE
Benefit 1: Reduction of Manual Work
By introducing a system where adding a row to a Google Spreadsheet automatically registers a new internal contact in PHONE APPLI PEOPLE, manual work is reduced and operational efficiency is improved. Registering contacts in multiple systems can be burdensome and poses a risk of input errors. By implementing automation through app integration, staff can focus on other tasks, and errors are expected to be reduced. For example, when a new employee joins, the administrative department can simply enter the information into the Google Spreadsheet, and the contact can be shared company-wide through PHONE APPLI PEOPLE.
Benefit 2: Updating and Sharing Information Efficiently
The content added to the Google Spreadsheet is automatically reflected in PHONE APPLI PEOPLE, allowing the latest contact information to be shared with all employees. This is expected to improve the speed of information transmission and enhance the quality of communication. For example, even if there are personnel changes or team changes, it is expected that contact data can be managed quickly. By establishing an environment where contact data is reflected without omissions or delays, issues such as outdated contact information for transferred employees can be prevented. This system facilitates smooth interactions within and between departments, supporting efficient information transmission.
Benefit 3: Reducing the Burden on Administrators
This automation through app integration is designed to simplify the operational process as much as possible. By eliminating the need for traditional registration processes and manual correction work, the burden on administrators is expected to be reduced. For example, administrators no longer need to inform each department of transfer information, and by using a system where the added contacts in the Google Spreadsheet are automatically reflected, company-wide information sharing becomes easier. This helps reduce the burden on administrators and creates room to focus on their primary tasks.
Now, let's explain how to use the no-code tool Yoom to automatically create internal contacts in PHONE APPLI PEOPLE when a row is added to a Google Spreadsheet. [What is Yoom]
How to Automatically Create Internal Contacts in PHONE APPLI PEOPLE When a Row is Added to Google Spreadsheet
This can be achieved by receiving the addition of a row in Google Spreadsheet using the Google Spreadsheet API and automatically creating contacts using the API provided by PHONE APPLI PEOPLE. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.
This time, we will create it through the following major processes.
Link Google Spreadsheet and PHONE APPLI PEOPLE with My Apps
Copy the template
Set a trigger in Google Spreadsheet and set an action in PHONE APPLI PEOPLE
Set the trigger to ON and complete the preparation for flow operation
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 PHONE APPLI PEOPLE with My Apps. After logging into Yoom, click on "My Apps" on the left side of the screen, then search for and click on Google Sheets from "+ New Connection".
Sign in using "Sign in with Google".
Once access is granted, the integration with My Apps is complete. Similarly, click "+ New Connection" and search for PHONE APPLI PEOPLE.
Set any name for "Account Name". For "API Key", refer to the annotations and images to set the API key issued by PHONE APPLI PEOPLE. Once each item is set, click "Add" to complete the app integration.
Next, let's 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 action for Google Sheets. Click "When a row is added".
Next, check the "Account information to integrate 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 start interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *Please note that the shortest start interval varies depending on the plan. Click each 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 each item is set, click "Test". Confirm that the information from Google Sheets is displayed in the output and click "Save".
Step 3: Set up PHONE APPLI PEOPLE Action
Set up the action for PHONE APPLI PEOPLE. Click "Create internal contact".
Check the account information and click "Next" to proceed.
Click each field and select the values from Google Sheets from the displayed options. *Set "Password" to be between 8 and 20 characters, combining uppercase and lowercase letters. *Set "User type" to any desired type. Once each item is set, click "Test". Confirm 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 action for Google Sheets. Click "Update record".
Please perform optional title editing and check the account information. Then, set the same values as those set in Step 2 for "Database integration" and click "Next".
Set "① Condition for the record you want to update". This time, we set the condition as "When the employee number saved in the spreadsheet is equal to the employee number for which the contact was created". For "② Value of the record after update", click the field and select the value from PHONE APPLI PEOPLE. If not entered, it will not be updated from the original value. Once each item is set, click "Test". Confirm that the data in Google Sheets has been updated and click "Save".
Click "Turn on trigger" to complete the preparation for flow operation. With this, when a row is added in Google Sheets, an internal 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 to introduce.
1. Add Information Added to NotionDB to Google Sheets
When information is added to NotionDB, it is automatically reflected in Google Sheets. This allows for centralized data management and eliminates the need for duplicate data entry.
2. After Zoom ends, summarize and add to Google Spreadsheet
When a Zoom meeting ends, the content is summarized using AI functionality and automatically added to a Google Spreadsheet. This system allows for smooth organization of meeting records and makes sharing with the team easy.
3. After registering a record in kintone, retrieve the record details and register them in Google Sheets
When a record is registered in kintone, detailed information is retrieved and recorded in Google Sheets. This mechanism ensures accurate data storage in both systems and streamlines data management.
Summary
This time, we introduced a method to automatically create internal contacts by integrating Google Sheets with PHONE APPLI PEOPLE when a row is added to the spreadsheet. This integration offers many benefits, such as reducing manual work and easing the burden on administrators.
Yoom's app integration requires no programming and can be easily implemented. Companies and individuals looking to improve operational efficiency should take this opportunity to experience the effects of automation.
The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies.
We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers.
Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.