How to integrate Google Sheets with Streak to automatically update tasks in Streak when a row is added in Google Sheets

In today's business environment, efficient task management and information sharing are essential. This article introduces a method to automate manual data updates and improve business efficiency by integrating Google Sheets with Streak. By leveraging this automation, manual data updates become unnecessary, streamlining task management. It not only saves time but also prevents human errors. This time, we will introduce the benefits of integrating Google Sheets with Streak and how to set up the automation. Recommended for: - Those using Google Sheets and Streak - Those using Sheets and Streak but find manual data updates cumbersome - Those using Streak as a sales support tool but facing challenges in information sharing among teams - Those who want to streamline speedy task information sharing among teams Benefits and Examples of Integrating Google Sheets with Streak Benefit 1: Improved Task Management Efficiency By leveraging the integration of Google Sheets and Streak, you can quickly grasp the progress of tasks. For example, when a sales team updates the status of each client in Google Sheets, that information is automatically reflected in Streak, updating the tasks. This eliminates the need for manual data entry, streamlining task management. The entire team can share the latest information, making progress checks and subsequent actions smoother. Benefit 2: Improved Team Communication When updates are made to Google Sheets, Streak tasks are automatically updated based on that, synchronizing information among team members. This allows for immediate understanding of task progress and who is responsible for which task. For instance, when sales and marketing teams are working together, the progress stage of each client is quickly updated, reducing unnecessary exchanges and enabling smooth communication. This prevents discrepancies and delays in information within the business. Benefit 3: Improved Data Consistency Automation eliminates human errors that occur during manual information transcription. By integrating Google Sheets with Streak, tasks in Streak are automatically updated each time a row is updated, significantly reducing the risk of information discrepancies. For example, data regarding sales progress and customer status is automatically synchronized between Sheets and Streak, allowing sales representatives to act based on accurate data, avoiding mistakes and misunderstandings. From here, we will explain how to "automatically update Streak with content added to Google Sheets" using the no-code tool Yoom. [What is Yoom] How to Automatically Update Streak with Content Added to Google Sheets It is possible to achieve this by receiving the addition of a row in Google Sheets using the Google Sheets API and synchronizing the record data registered in Google Sheets with Streak using the API provided by Streak to create tasks. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom. This time, we will create it through the following major processes: - Register Google Sheets and Streak as My Apps - Copy the template - Set the trigger for Google Sheets, which serves as the starting point of the flow, and configure the subsequent operations for Streak and Google Sheets - Turn on the trigger button and verify the operation of Google Sheets and Streak If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

Step 1: Register Google Sheets and Streak as My Apps

Let's register SmartHR and Notion as My Apps in Yoom.
By completing the My App registration first, you can smoothly set up automation.

(1) Let's register Google Sheets as My App.
First, access the My Apps menu on the left side of the Yoom screen and click the [New Connection] button on the right side of the screen.

(2) Next, enter 'Google Sheets' in the displayed search window and select 'Google Sheets' from the displayed suggestions.
Once selected, the following screen will be displayed.

(3) Click "Sign in with Google" to proceed to the account selection screen, and select the account you want to link from the management account on the right.
After selection, proceed to the sign-in screen and complete the authentication.
This completes the connection to Google Sheets.

(4) Connect the Streak app. Select Streak in the same way as registering Google Sheets as My App.
On the displayed screen, enter the Streak account name and API key, and click the [Add] button.
For how to obtain the API key, please check this article.

Click to move to the My Apps screen of the Yoom account, and you can confirm that two apps have been added.
The connection to Google Sheets is complete.

‍Step 2: Copy the Template

(1) Once you have confirmed that the new connection for the target app is complete, click the 'Try this template' icon for the template below.

The template will be copied, so click the [OK] button.

You will be taken to the "My Projects" screen of your Yoom account, so please check the template content.

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Step 3: Set the trigger for the Google Spreadsheet that initiates the flow, and configure the subsequent operations for Streak and Google Spreadsheet

(1) First, set the trigger for the Google Spreadsheet.
From "My Projects" on the left side of your Yoom account screen, click "Update Streak task when a row is updated in Google Spreadsheet [Copy]".

After clicking, the template content will be displayed as shown in the screen below.

(2) Click the app trigger "When a row is updated". Then, enter the account information to be linked and click the [Next] button.

(3) On the next screen, enter the information for [Trigger Interval] and [Spreadsheet ID].
Select any of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the "Trigger Interval".
※ Note that the trigger interval varies depending on the plan.

(4) For the "Spreadsheet ID" and "Sheet ID" fields, click the input bar to expand the information obtained from the account as "candidates" as shown in the screen below.
Utilize this information by quoting it.

(5) After entering the information, click [Test], and if there are no issues, click [Save].
The information on the screen below can be obtained as output. As noted, "This value can be used in other operations",
please quote and utilize it in the subsequent steps.

(6) Finally, click "Update a Task" to link the second app.

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On the displayed screen, enter the account information and click the [Next] button.

(7) On the next screen, enter information such as "Task Key". By clicking the input bar, you can select the output.
The image below is an example of quoting the output [Task Key] obtained in step (5).
※ The part of [Task Key] will change depending on the action.

(8) After entering the necessary information, click [Test], and if there are no issues, click the [Save] button.
This completes the setup.

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Step 4: Turn on the trigger button and verify the operation of Google Spreadsheet and Streak

Click the [Turn ON Trigger] button in the red frame on the screen below to automatically start the flow bot.

The template used this time is as follows.

Other Examples of Automation Using Google Sheets and Streak

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

1. Create a Box in Streak When a Row is Added in Google Sheets
This flow automatically creates a box in Streak when a new project is registered in Google Sheets. It eliminates the need to manually transfer project summaries and contact information, allowing the person in charge to start sales activities smoothly.

2. Create a task in Streak when a row is added to Google Sheets
Automating the task creation process can reduce the burden on the person in charge. By preventing human errors such as input mistakes and omissions, the accuracy of operations can be improved. Additionally, tasks linked to the assigned project can be quickly checked on Streak.

3. Update Streak contacts when a row is updated in Google Sheets
This flow automatically updates Streak contacts when a row is updated in Google Sheets. When lead or customer information is changed, it is automatically synced with Streak, allowing sales and customer support representatives to quickly access accurate information.

Summary

The integration of Google Sheets and Streak introduced this time is expected to improve work efficiency and data consistency.
Additionally, by automating manual data update tasks, you can save time and prevent human errors. This facilitates smooth information sharing across the team and enhances work productivity.
No skills or knowledge are required to implement automation with Yoom. It's easy to operate as you just need to follow the instructions and input the necessary information.
Experience automation through app integration by utilizing Yoom, which can be easily set up without any coding!

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