How to Update Internal Contacts in PHONE APPLI PEOPLE When a Row is Updated in Google Sheets

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How to Update Internal Contacts in PHONE APPLI PEOPLE When a Row is Updated in Google Sheets

You can receive updates made to rows in Google Sheets via the Google Sheets API and update internal contacts through the API provided by PHONE APPLI PEOPLE.
By utilizing the no-code tool Yoom, you can achieve automation without programming knowledge.

The steps for this integration flow are broadly as follows:

• Integrate Google Sheets and PHONE APPLI PEOPLE with My Apps
• Copy the template
• Set up triggers and actions
• Finally, verify if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Issuance Page
If you already have an account, please log in.

2) This flow uses the following Google Sheets as a trigger.
Prepare a Google Sheet with the necessary information for PHONE APPLI PEOPLE.

3) An API key is required for My Apps registration in PHONE APPLI PEOPLE.
You can issue and obtain an API key by opening the [User Information] menu in the PC browser version of PA PEOPLE and selecting the [API Key] tab.
When issuing the API key, please check all permission scopes.

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

1) Once logged into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed. Search for the two apps you will use this time, "Google Sheets" and "PHONE APPLI PEOPLE", one by one from the search box at the top.

Once you have selected Google Sheets, log in with your Google account.

Similarly, once you have selected PHONE APPLI PEOPLE, configure the settings with the account you will use. Register the API key you copied in advance.
Enter any account name in the account name field and click "Add".

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Step 2: Copy the Template

Click the banner below.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, so please click "OK".

When this screen appears, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, so click them in order to set up the operations.
The copied template is saved in "My Projects" and can be opened from there.

Step 3: Set the Trigger

Click on "App Trigger When a row is updated".

Step 4: Set Google Sheets Action

1) Select the action "When a row is updated" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details on each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
If the spreadsheet ID is registered in the app, you can select it from the options.
Once the selection is complete, click "Test" and after a successful test, click "Save".

Step 5: Set PHONE APPLI PEOPLE Action

1) Return to the flow and click on the icon "Integrate with app Update internal contacts".

2) Select the action "Update internal contacts" and click "Next".

3) Enter the required information.

You can utilize the output information from the Google Sheets obtained earlier to input.
Select from the options if necessary, and once the input is complete, click "Save".

This completes the flow of 【When a row is updated in Google Sheets, update internal contacts in PHONE APPLI PEOPLE】.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

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The template used this time is here

Other Automation Examples Using Google Sheets and PHONE APPLI PEOPLE

There are many other examples of automation using Google Sheets and PHONE APPLI PEOPLE in Yoom, so here are a few introductions.

1. Update External Contacts in PHONE APPLI PEOPLE When a Row is Updated in Google Sheets
In this template, when the sales department updates customer information in Google Sheets, the external contacts in PHONE APPLI PEOPLE are automatically updated.
For example, if the contact information of a business partner is changed in the sales department, that information is quickly reflected.
This allows all employees to share the latest information, enabling prompt customer response and potentially improving customer satisfaction.
Additionally, automation improves work efficiency and helps prevent communication errors and duplicate entries.

2. When a row is added in Google Sheets, create a meeting space in Google Meet
This template allows the sales department to automatically create a meeting space in Google Meet when a row is added in Google Sheets.
It uses changes in Google Sheets as a trigger to retrieve information via the Google Sheets API and create a meeting space through the Google Meet API.
The meeting link is automatically added to the spreadsheet.
This reduces the preparation time for sales meetings and facilitates quick collaboration within the team.

3. Register product information in Google Sheets when a row is updated
This template automatically updates contact information in HubSpot when the marketing department updates contact information in Google Sheets.
It retrieves data triggered by updates in Google Sheets and synchronizes the corresponding contact information in HubSpot.
This improves data accuracy and facilitates smooth collaboration with the sales team.

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Summary

In this blog, we explained how to integrate Google Sheets with PHONE APPLI PEOPLE so that internal contacts are automatically updated when a row is updated.
This automation can reduce manual work, maintain the accuracy and currency of information, and improve work efficiency and quick response in emergencies.
Additionally, by utilizing a no-code tool like Yoom, automation can be achieved without programming knowledge.
Take this opportunity to leverage automation and aim for more effective business operations!

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