How to integrate Google Sheets with Streak to update a contact in Streak when a row is updated in Google Sheets

In the modern business environment, efficient data management and customer response are essential. However, if you are using Google Sheets and Streak in your daily operations to manage customer information, you may find that cross-application work is necessary, leading to additional effort for updates and other tasks. To address these challenges, we will explain how to set up an automated flow that updates Streak contacts when a row in Google Sheets is updated, and the benefits of implementing this solution. This can be easily set up without any coding, making it ideal for those aiming to improve operational efficiency. By incorporating this into your daily operations, you can achieve automatic data updates and centralized customer information management, so be sure to check it out. Recommended for: - Those using Google Sheets and Streak together - Managers who want to efficiently manage customer data - Those considering improving customer response efficiency - Administrators who want to reduce errors from data transcription and manual entry - IT personnel aiming to automate business processes Benefits and Examples of Integrating Google Sheets and Streak: 1. Centralized Information Management Google Sheets updates are automatically synchronized with Streak, allowing you to centrally manage the latest data. For example, when the sales team updates lead information (contacts and progress) in Google Sheets, it is automatically reflected in the corresponding contact information in Streak. Automation prevents duplicate registrations and missed updates, creating an environment where related members can refer to the latest customer information. 2. Reduction of Manual Input Since updates in Google Sheets are automatically reflected in Streak, you can eliminate manual data entry tasks. For example, if the customer support team manages customer support history in Google Sheets, the contact information in Streak is updated every time the status is updated. This eliminates the need to cross applications for each update, reducing workflow and allowing staff to focus more on support tasks. 3. Prevention of Human Error Reducing manual operations prevents data duplication and incorrect entries, improving accuracy. For example, when the recruitment team updates candidate information in Google Sheets, the data is accurately reflected in Streak. This prevents human error during data transcription, allowing staff to perform their duties with confidence. Now, let's create a flowbot using the template "Update Streak contacts when a row in Google Sheets is updated." [About Yoom] How to Update Streak Contacts When a Row in Google Sheets is Updated: This can be achieved by receiving updates from Google Sheets using the Google Sheets API and updating the corresponding contacts in Streak with the data registered in Google Sheets using Streak's API. Generally, programming knowledge is required to achieve this, but it can be easily done without programming knowledge by using the no-code tool Yoom. The workflow to complete the flow is as follows: - Integrate Google Sheets and Streak with My Apps - Copy the template - Set triggers in Google Sheets and configure Streak - Turn on the trigger If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in.

・Integrate Google Sheets and Streak with My Apps

(1) First, connect Google Sheets to My Apps.
After logging into your Yoom account, click on "My Apps" in the left column and search for Google Sheets from "New Connection".

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(2) Search for the Google Sheets app icon and click on it.

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(3) Click "Sign in with Google" to proceed to the account selection screen, and choose the account you want to integrate from the right management account.
After selection, proceed to the sign-in screen and complete the authentication.
The first Google Sheets connection is now complete.

(4) Next, integrate the Streak app.
Select Streak in the same way as registering Google Sheets with My Apps.

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(5) Enter the "Account Name" and "API Key" for the Streak you want to integrate and click [Add].
For instructions on obtaining the API key, please refer to this article.

After clicking, you will be taken to the My Apps screen of your Yoom account with the two apps added.
Now, the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app is complete in your Yoom account, click the icon for "Try this template" below.

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

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・Google Sheets Trigger Setup

(1) First, set up the Google Sheets app trigger.

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From "My Projects" on the left side of your Yoom account screen, click "【Copy】Update Streak contact when a row is updated in Google Sheets".

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

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(2) First, click on the trigger "When a row is updated".
(3) Enter the account information to be linked and click [Next].

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(4) On the next screen, enter information such as "Trigger Interval" and "Spreadsheet ID".
Select any of the following for "Trigger Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Note that the trigger interval varies depending on the plan.

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(5) 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.
Make use of this information reference as well.

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(6) After entering the information, click [Test] and if there are no issues, click [Save].
In this step, you can obtain information as output as shown below.
The output information can be referenced and utilized in subsequent steps, as noted in "This value can be used in other operations."

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・Streak Setup

(1) Finally, click on the second action "Update a Contact".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter information such as "Contact Key".
Click the input bar to select the output.
As an example, the image below references the output [Contact Key] obtained from the previous step.

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

・Turn on the Trigger

By clicking the red frame "Turn on the Trigger" on the screen below, the flow bot will automatically start.

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Here is the template used this time

Other Automation Examples Using Google Sheets and Streak

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

Create a Box in Streak When a Row is Added in Google Sheets

This flow automatically creates a box in Streak after registering a new project in Google Sheets.
This eliminates the need to manually transfer project summaries and contact information, allowing team members to smoothly start their sales activities.

Create a task in Streak when a row is added in 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 registration omissions, it leads to improved accuracy in operations.
Additionally, tasks linked to the assigned project can be quickly checked on Streak.

Update Streak tasks when a row is updated in Google Sheets

This flow is recommended for those who manage task information in Google Sheets.
It allows you to reflect changes in content, deadlines, and status updates without manually re-entering them, reducing the burden on sales and customer support representatives and facilitating smooth information sharing.

Summary

By integrating Google Sheets with Streak, as introduced this time, you can expect improved data management efficiency and enhanced customer service quality.
Additionally, reducing manual input during updates and preventing human errors can improve the reliability of business processes and potentially increase the productivity of the entire team.

Since it can be easily set up without coding, be sure to utilize Yoom to experience automation through app integration.