Automatically Send/Forward Data from Database/CRM Service to Google Chat
When new information is added to the database, it can be automatically sent/forwarded to Google Chat.
This flow is convenient if additions occur multiple times a day.
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"Have you ever experienced a delay in response due to overlooking an email or failing to share important information with your team?"
Manually checking and sharing the information exchanged daily can be more cumbersome than expected. Especially with emails, it's not uncommon for omissions or errors to occur during checking or forwarding.
That's where the automatic integration of Google Chat with other apps comes in handy.
However, some might feel that "the setup seems difficult" or "programming might be necessary."
<span class="mark-yellow">Yoom, a no-code tool, alleviates such concerns!</span>.
You can create automation flows that suit your business without relying on engineers.
For example, you can build a flow in just a few steps to "automatically send the content to Google Chat when an email is received in Gmail."
If you want to reduce the hassle of information sharing and improve work efficiency, please read on.
Yoom offers templates to automate workflows using Google Chat!
If you want to try it right away, click the banner below to get started!
There are various ways to automatically send and forward data in Google Chat.
We have picked out some methods for you to check out!
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience automatic updates in Google Chat.
Registration takes only 30 seconds, so feel free to give it a try.
You can automatically send and forward email contents to Google Chat starting from email reception.
This prevents manual input errors and missed connections.
When new information is added to the database, it can be automatically sent/forwarded to Google Chat.
This flow is convenient if additions occur multiple times a day.
You can automatically send and forward form responses to Google Chat.
Even with a large number of responses, it seems manageable without any issues.
Let's get started by creating a flow to automatically send and forward data in Google Chat!
This time, we'll proceed with the setup using Yoom, a no-code platform. If you don't have a Yoom account yet, please create one from the registration form.
[What is Yoom]
<span class="mark-yellow">This time, we'll create a flow bot that notifies Google Chat when an email is received in Gmail!</span>
The creation process is broadly divided into the following steps:
Connecting My App first will make the subsequent settings proceed smoothly.
First, let's connect your current Gmail with Yoom. From the left side of the Yoom page, select My App → Add.
Search for Gmail and sign in.
Then, as you proceed, you will see the screen below. If there are no issues, click Continue.
Next, connect with Google Chat.
Please refer to this for the settings.
*Connection with Google Chat is only available in the Google Workspace environment.
Once the connection with Gmail and Google Chat is complete and displayed in My App, it's OK.
From here, we will create the flow.
Open the template page and click 'Try this template'.
As you proceed, the template will be automatically copied to your workspace, and the following screen will be displayed.
Select OK and proceed to the next step.
The template will be saved in My Projects. You can change the template name if necessary.
Click on My Projects on the left to display the template you just copied.
Click on the ellipsis (...) on the right and select Edit.
Before setting up the flow, make sure to set up Gmail labels in advance!
Click on the image mark and create a filter with emails containing "Notice" as the condition.
By setting it up as follows, you will be able to categorize emails containing "Notice".
Create a new label in the label items and set it up as follows.
This completes the label creation. Next, we will move on to the detailed flow settings!
Now, let's set up the app trigger.
Select "When an email with a specific label is received".
Check the account information to be linked and proceed to the next step. Please enter the required fields.
Let's send a test email to Gmail that matches the label conditions here.
Return to Flowbot and click "Test".
If the integration is successful, the scheduled information will be displayed in the retrieved value at the bottom of the screen.
By referencing this output in the subsequent action settings, you will achieve data integration between Gmail and Google Chat!
About Retrieved Value | Yoom Help Center
Once you've done this, save it.
Next, to set up sending the received Gmail content to Google Chat, click "Send Message".
As before, check the linked account information and proceed to the next step.
Next, let's set up the required fields.
※ Items selected from the retrieved value will be displayed as shown in the red frame.
This indicates that the value is being referenced, allowing you to use the value obtained by the trigger as is.
If you manually enter the subject or other items, it will be notified every time, so be sure to select items obtained from the trigger from the retrieved value.
Once the setup is complete, test and save it.
※ Please note that testing will notify Google Chat.
When the following image is displayed, turn ON the trigger.
With this, all settings are complete, so check if notifications are sent to Google Chat when an email is received in Gmail.
This was the method for "Notifying Google Chat when an email is received in Gmail".
Solve business problems such as "delayed notifications" and "missed replies" with Google Chat's automatic integration. Prevent missed responses to emails and forms, and facilitate smooth information sharing.
By connecting Google Chat with other apps, sharing information and collaborating on tasks becomes much smoother.
As introduced, with Yoom, you can easily create a workflow that suits you without any programming knowledge.
With small tweaks like sending email notifications to Chat, your team's work can become much more comfortable.
Start by signing up for Yoom for free and experience automation that can benefit your work.
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