How to integrate Google Sheets with Streak to create a box in Streak when a row is added in Google Sheets

By integrating different databases, it becomes easier to accurately aggregate and edit the necessary information. However, there may be cases where the same data needs to be entered multiple times into each database, which can be cumbersome. Therefore, this time, we will introduce a method to automate the data transcription work by integrating Google Sheets and Streak. By reducing the hassle of input work, you can expect to improve work efficiency. Why not take this opportunity to incorporate automation and aim for business improvement? Recommended for: - Companies utilizing Google Sheets and Streak - Those manually transcribing data from Google Sheets to Streak - Those who want to automate transcription work and improve work efficiency Benefits and Examples of Integrating Google Sheets and Streak Benefit 1: Improved Efficiency by Reducing Input Work By introducing this automation, you can automatically create boxes in Streak when you add rows to Google Sheets, which is expected to improve work efficiency. For example, when you add a row in Google Sheets, you usually need to manually transcribe that data into Streak. However, by integrating Google Sheets and Streak, manual transcription work becomes unnecessary, reducing the hassle of input work. Therefore, it is expected to reduce the time spent on manual input, potentially improving work efficiency. Benefit 2: Avoiding Mistakes By simply adding a new row to Google Sheets, you can create a box in Streak, increasing the likelihood of avoiding forgotten box creations or incomplete content. For instance, have you ever edited only Google Sheets and forgotten to create a box in Streak? It's not just about forgetting; when work is busy, it might get postponed. If automation is introduced, as long as you edit Google Sheets, a box will be automatically created in Streak, reducing the likelihood of such mistakes. Benefit 3: Enhanced Information Sharing Integrating Google Sheets and Streak will likely make information sharing quicker and easier. For example, if a marketing team using Google Sheets adds new information to a row, the sales team using Streak should be able to quickly grasp that data. This reduces the time information stays within a specific department, increasing the likelihood of sharing the latest data between departments. By establishing an environment where information can be shared smoothly, work might become easier. Now, let's explain how to create a box in Streak when a row is added in Google Sheets using the no-code tool Yoom. [What is Yoom] How to Manage Content Added to Google Sheets in Streak First, retrieve the data added to a row in Google Sheets using the Google Sheets API. Then, it is possible to receive this data using the Streak API. Generally, programming knowledge is required to achieve such integration, but it can be easily realized without programming knowledge by using the no-code tool Yoom. The integration flow this time is broadly divided into the following processes: - Integrate Google Sheets and Streak with My Apps - Set up to launch Google Sheets - Set up to create a box in Streak and add a Unique Box Key to Google Sheets Turn on the trigger button and confirm the collaboration flow and integration operation with Kaonavi. First, register with Yoom. Yoom offers a 2-week trial, allowing you to actually operate and check the usability.

Step 1: Integrate Google Sheets and Streak with My App

After completing the registration with Yoom, please select "My App" from the menu on the left.

Next, click the new connection button at the top right.

Integrate Google Sheets with Yoom

1. Search

Click the Google Sheets icon.

2. Sign In

Click the red frame.

3. Select Account

Select the account to integrate.

After confirming and agreeing, press Next.

4. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

5. Prepare Google Sheets

Prepare the Google Sheets to integrate with Streak.

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At this time, make sure to create "Box Name" and "Unique Box Key"

The Unique Box Key will be added after creating a box in Streak using the data from Google Sheets. Therefore, it can be left blank at this point.

Integrate Streak with Yoom

1. Search

Click the Streak icon.

2. Enter Required Fields

Enter the required fields.
The account name can be anything you like. It's recommended to use something easy to understand, like the company name or the person in charge. Obtain and paste the API key from Streak. Please check here for how to obtain the API key.

3. Integration Complete

Once the required fields are entered, press Add at the bottom right.
The screen will switch, and if the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try This Template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. You will transition to a page like the image, so let's proceed with detailed settings. Step 3: Launch Settings for Google Sheets 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "【Copy】When a row is added in Google Sheets, create a box in Streak". 3. Select App Trigger Click "When a row is added" on the Google Sheets icon. Since the title and other settings are complete, press Next. 4. Set Trigger Launch Interval Set the launch interval. Triggers can be set to launch at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest launch interval varies depending on the plan. 5. Enter ID Follow the supplement at the bottom of the box and set from the candidates. Click the box. Since the data in Google Sheets will be displayed in a list, click the one you want to link with Streak and insert it. Similarly, set the Sheet ID. 6. Enter Table Range, etc. Specify the table range, etc. In this case, the table range of the prepared Google Sheets will be A to D. The column that does not overlap with others is set to the address of B. Therefore, the settings will be as shown in the image. 7. Execute Test Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save. Step 4: Create a Box in Streak and Set to Add Unique Box Key to Google Sheets 1. Link with the App Click "Create a Box" on the Streak icon. Since the title and other settings are complete, press Next. 2. Set Required Items Set the required items. Click inside the Pipeline Key box. The already created pipelines will be displayed. Click and insert the one you want. Box Name will use the data already registered in Google Sheets. Click the box and then click the red-framed Google Sheets. The data already created in Google Sheets will be displayed in a list. Click and insert the data you want to set as Box Name. Once inserted, it will look like the image. If there are other data you want to register, insert them in the same way. 3. Execute Test Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save. Continue to set up adding the Unique Box Key created when adding a Streak box to Google Sheets. 1. Operate the Database Click "Update Record" on the Google Sheets icon. Scroll down. 2. Set Required Items Enter the required items. Click the box for the Spreadsheet ID. When you click inside the box, the already created sheets will be displayed in a list as shown in the image, so select the Google Sheets that you linked with Streak earlier. Similarly, set the tab name. Regarding the table range, it depends on the prepared Google Sheets, so enter it according to the content of Google Sheets. In this case, since we are using A to D, we set it as shown in the image. Once entered, press Next. 3. Conditions for the Record to be Updated Set the conditions for the record you want to update. Set the left box to Address from the dropdown. Next, click the right box. Select the Google Sheets icon. From the data in Google Sheets, obtain the unique value set as not overlapping with other data. In this case, since the unique value is set to Address, click Address. By doing this setting, the unique value set in Google Sheets will be linked with the information in Streak, allowing the Unique Box Key issued when creating a box in Streak to be added to Google Sheets. This allows the Unique Box Key of the newly created Streak box to be confirmed in Google Sheets as well. 4. Value of the Record After Update Next, set it so that data is added to the Unique Box Key column in Google Sheets. First, click the box. Select the Streak icon. The Streak box data will be displayed in a list. Select the data equal to the box item name. In the case of the image, since the box item name is "Unique Box Key", we selected "Unique Box Key" from the Streak data. 4. Execute Test Once the data insertion is complete, press the test button. If "Test Successful" is displayed, the setup is complete. Press Save. 5. Turn ON the Trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. This completes the app integration. Flowbot Template Used This Time Create a Box in Streak When a Row is Added in Google Sheets

Other Automation Examples Using Google Sheets and Streak

Here are some other examples of automation using Google Sheets and Streak.

1. Create a Task in Streak When a Row is Added in Google Sheets

By automating task creation based on data in Google Sheets, it increases the likelihood of creating clear tasks linked to the data.

2. Update a Streak task when a row is updated in Google Sheets

It is possible not only to create tasks but also to update them. It is recommended to use it in conjunction with the task creation flow bot.

3. Update Streak Contacts When a Row is Updated in Google Sheets

You can also automate the updating of contacts. This makes it easier to keep your data up-to-date and may improve data accuracy.

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Summary

By integrating Google Sheets with Streak, it should become easier to transfer various data and consolidate necessary data in the required locations. This can facilitate data verification and editing, potentially improving work efficiency.
Additionally, the reduction in the data transfer tasks themselves may lead to a decrease in workload.
By implementing automation, you might be able to save time and create a more convenient work environment. Please take this opportunity to utilize Yoom.