If you are consolidating data from other database tools into your main Google Spreadsheet, do you ever struggle with managing duplicate data? Not only does dual management consume your time, but it also increases the frequency of detailed tasks such as data entry, making it easier for mistakes and missed updates to occur...
The solution to these problems is data integration that automatically updates your Google Spreadsheet!
By implementing this automation, you can send various data to Google Spreadsheet and automatically update your database. This may help you avoid situations where you're left wondering, "Which data is the most up-to-date?!"
Additionally, by utilizing the no-code tool Yoom, you can easily achieve automation using Google Spreadsheet. This method allows even those without programming knowledge to easily integrate. Give it a try!
For those who want to try it as soon as possible
Yoom offers templates for automating workflows using Google Spreadsheet! If you want to try it right now, click the banner below to get started!
When you receive an email with a specific label in Gmail, update the Google Spreadsheet.
■Overview The flow 'Update Google Spreadsheet when receiving an email with a specific label in Gmail' is a business workflow that streamlines email management and data organization. For example, you can automatically update a Google Spreadsheet based on the content of task or business progress report emails. This reduces manual data entry tasks and achieves centralized information management.
■Recommended for ・Business users who use Gmail daily and want to efficiently manage specific emails ・Team leaders or administrators who use Google Spreadsheets to organize and analyze data ・Those who spend time on manual email data entry and want to improve business efficiency through automation ・Executives or project managers who want to automatically record project or task progress and facilitate information sharing
■Notes ・Please link Gmail and Google Spreadsheet with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Various Ways to Automatically Update Data in Google Sheets
There are several ways to automatically update data in Google Sheets. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example that interests you, register an account, and you can immediately experience automatic updates in Google Sheets. Registration takes only 30 seconds, so feel free to give it a try!
Automatically Send and Forward Email Content to Google Sheets
This flow updates Google Sheets data starting from email apps like Gmail. You can transfer data without opening the email app.
When you receive an email with a specific label in Gmail, update the Google Spreadsheet.
■Overview The flow 'Update Google Spreadsheet when receiving an email with a specific label in Gmail' is a business workflow that streamlines email management and data organization. For example, you can automatically update a Google Spreadsheet based on the content of task or business progress report emails. This reduces manual data entry tasks and achieves centralized information management.
■Recommended for ・Business users who use Gmail daily and want to efficiently manage specific emails ・Team leaders or administrators who use Google Spreadsheets to organize and analyze data ・Those who spend time on manual email data entry and want to improve business efficiency through automation ・Executives or project managers who want to automatically record project or task progress and facilitate information sharing
■Notes ・Please link Gmail and Google Spreadsheet with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The workflow 'Update Google Spreadsheet when receiving an email with a specific subject in Outlook' automates email management and data aggregation. Every time an email with a specific subject is received in Outlook, the information in the Google Spreadsheet is automatically updated. This allows for smooth organization of information and is expected to improve work efficiency.
■Recommended for - Business people who spend time managing emails received in Outlook - Personnel who manually input email content into Google Spreadsheets - Team leaders who want to automate data aggregation and information organization to improve work efficiency - Executives aiming for accurate data management through automatic information updates
■Notes - Please link both Outlook and Google Spreadsheet with Yoom. - Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan.
Automatically Send/Transfer Data from Database/CRM Services to Google Sheets
This flow updates Google Sheets data starting from apps with data like Notion. It eliminates the hassle of double entry and is expected to improve information management efficiency.
When an opportunity is won in Salesforce, update the Google Spreadsheet as well.
■Overview The "When an opportunity is won in Salesforce, also update Google Spreadsheet" workflow automates information updates, reducing workload.
■Recommended for - Those who use Salesforce for sales activities - Those who want to quickly grasp opportunity status and speed up the sales process - Those who manage data using Google Spreadsheet - Those who want to connect Salesforce and Google Spreadsheet to reduce manual update work - Those who want to quickly share information with the entire team when an opportunity is won - Sales managers who want to easily understand opportunity progress and respond at the appropriate time
■Notes - Connect both Salesforce and Google Spreadsheet with Yoom. - Select the trigger interval from 5, 10, 15, 30, 60 minutes. - The shortest trigger interval varies depending on the plan. - Salesforce is available only with the Team Plan and Success Plan. For the Free Plan or Mini Plan, operations and data connections with the set flow bot will result in an error. - Paid plans such as Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the trial period.
■Overview The "Update Google Spreadsheet when status is updated in Notion" flow is a business workflow that reduces the hassle of project management and data organization. When you change the progress status in Notion, it is automatically reflected in Google Spreadsheet, making centralized information management smoother. It is possible to automate data sharing and improve the efficiency of the entire team.
■Recommended for ・Team leaders who manage information using both Notion and Google Spreadsheet ・Business persons who want to smoothly share the progress of negotiations, projects, tasks, etc. ・Persons in charge who want to improve work efficiency by reducing the time spent on manual data updates
■Notes ・Please link both Notion and Google Spreadsheet with Yoom. ・Branching is a feature (operation) available in the Mini Plan or higher plans. In the case of the Free Plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The "Update Google Spreadsheet when a HubSpot form is submitted" flow is a business workflow that streamlines marketing and customer data management. With automatic updates, data organization and analysis can be performed smoothly, leading to improved operational efficiency.
■Recommended for - Marketing, sales, and customer support personnel who manage form data collected in HubSpot using Google Spreadsheets - Business owners considering automating data entry tasks and finding manual updates cumbersome - IT personnel looking to integrate multiple SaaS applications to improve operational efficiency
■Notes - Please integrate both HubSpot and Google Spreadsheets with Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest trigger interval varies depending on the plan, so please be aware.
■Overview The flow 'When contract consent is submitted via Google Form, update customer status in Google Spreadsheet' is a business workflow to smoothly manage contract procedures.
■Recommended for ・Those collecting contract consents via Google Form but find data management cumbersome ・Those who feel that manual data collation and updating is complicated and want to improve work efficiency ・Persons in charge at companies using Google Spreadsheet to centrally manage customer information ・Those who want to achieve smooth information sharing through automatic data updating ・Sales and administrative staff aiming to automate the contract process ・Those who want to reduce human errors and improve data management accuracy ・Those who want to automate work using Yoom and link it with other SaaS applications ・Those who want to manage complex business flows simply ・Managers or administrators aiming for rapid customer response ・Those who want to eliminate time lags in data updates and make quicker decision-making
■Notes ・Connect both Google Form and Google Spreadsheet with Yoom. ・Please refer to the following for how to obtain the answer content when using Google Form as a trigger. https://intercom.help/yoom/ja/articles/6807133 ・You can select the activation interval for triggers at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Let's Create a Flow to Automatically Update Google Sheets Data
Let's get started by creating a flow that automatically updates Google Sheets data! We'll use Yoom to set this up without any coding, so if you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that updates Google Sheets when an email with a specific label is received in Gmail!
The creation process is broadly divided into the following steps:
Integrate Gmail and Google Sheets with My Apps
Copy the template
Set up the Gmail trigger and Google Sheets action
Turn on the trigger and check the operation
When you receive an email with a specific label in Gmail, update the Google Spreadsheet.
■Overview The flow 'Update Google Spreadsheet when receiving an email with a specific label in Gmail' is a business workflow that streamlines email management and data organization. For example, you can automatically update a Google Spreadsheet based on the content of task or business progress report emails. This reduces manual data entry tasks and achieves centralized information management.
■Recommended for ・Business users who use Gmail daily and want to efficiently manage specific emails ・Team leaders or administrators who use Google Spreadsheets to organize and analyze data ・Those who spend time on manual email data entry and want to improve business efficiency through automation ・Executives or project managers who want to automatically record project or task progress and facilitate information sharing
■Notes ・Please link Gmail and Google Spreadsheet with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Step 1: Integrate Gmail and Google Sheets with My Apps
First, integrate Gmail and Google Sheets with My Apps. Once you log in to Yoom, click "Add" from "My Apps" in the left menu.
[For Gmail]
(1) Search for "Gmail" and select Gmail from the list of apps.
(2) Click "Sign in with Google".
(3) Enter the email address and password of the Gmail account you want to integrate with Yoom. Click "Continue" on the [Sign in to Yoom] screen.
(4) Select all the information Yoom can access and click "Continue". Note: If you have already integrated another Google app, access permissions have already been granted.
This completes the integration of Gmail with My Apps.
[For Google Sheets]
(1) Search for "Google Sheets" and select Google Sheets from the list of apps.
(2) Click "Sign in with Google".
(3) Enter the email address and password of the Google Sheets account you want to integrate with Yoom. Click "Next" on the [Sign in to Yoom] screen.
(4) Select all the information Yoom can access and click "Continue". Note: If you have already integrated another Google app, access permissions have already been granted.
This completes the integration of Google Sheets with My Apps.
Step 2: Copy the Template
Once the integration with My Apps is complete, let's set up the template right away. Click "Try it" on the banner below to copy the template.
When you receive an email with a specific label in Gmail, update the Google Spreadsheet.
■Overview The flow 'Update Google Spreadsheet when receiving an email with a specific label in Gmail' is a business workflow that streamlines email management and data organization. For example, you can automatically update a Google Spreadsheet based on the content of task or business progress report emails. This reduces manual data entry tasks and achieves centralized information management.
■Recommended for ・Business users who use Gmail daily and want to efficiently manage specific emails ・Team leaders or administrators who use Google Spreadsheets to organize and analyze data ・Those who spend time on manual email data entry and want to improve business efficiency through automation ・Executives or project managers who want to automatically record project or task progress and facilitate information sharing
■Notes ・Please link Gmail and Google Spreadsheet with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
When the template is copied to Yoom, the following screen will appear, so press "OK".
Step 3: Setting up Gmail Trigger
(1) First, set up the Gmail reception settings that will trigger the Flowbot. Click on "When receiving an email with a specific label" at the top of the template.
(2) In "Account information connected to Gmail", select the Gmail account you want to use for the flow operation and click "Next".
(3) Select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. It is generally recommended to set the shortest time. ※ The shortest interval varies depending on the plan, so please be careful.
(4) Set the label you want to receive in the "Label" field. Clicking on the input field will display suggestions from the linked account. Select the label you want to use for the flow operation from the "Options".
※ In Gmail, emails received can be automatically sorted into specified labels using the filter function. For more details, refer to the official site and make sure to label them when creating filters!
(5) Send a test email to the Gmail address that will trigger the flow. This time, we sent a test email assuming a task progress report!
After sending, click "Test" and confirm that the content and files of the sent email are extracted in the "Retrieved Value". After confirmation, click "Save" to complete the setup.
※ Retrieved Value refers to the values obtained when executing a "Test" during trigger or operation settings. The obtained data can be used as a value during subsequent operation settings, and the value changes each time the Flowbot is activated. For more details, please refer to here.
Step 4: Setting up Text Data Extraction
(1) Next, set up the extraction of text data from the received email content. Click on "Extract data from text" in the template.
(2) Select the conversion type for the data you want to extract. The default is set to 3,500 characters, but if you want to extract longer emails, select 7,000 characters or more.
(3) Set the content of the email you want to extract from Gmail in "Target Text". Select "Body" under "When receiving an email with a specific label" in "Retrieved value".
(4) Set the items you want to extract from the email in "Items to Extract", separated by commas (,). This time, we assumed a task progress report, so we set task name, status, detail, and due date.
Once the setup is complete, click "Test".
(5) If the test is successful, the text data of the items specified in "Items to Extract" from the email received in Gmail will be extracted as retrieved valuet. Make sure the text data is extracted correctly.
Once you have confirmed that the data is extracted correctly, click "Save" to complete the setup.
Step 5: Setting up Google Sheets Action
(1) Finally, set up the update of data in Google Sheets. Click on "Operate the database" in the template.
(2) In "Account information linked with Google Sheets", select the account information of the Google Sheets you want to operate.
(3) Enter the ID of the Google Sheets you updated in "Spreadsheet ID". You can enter the ID directly, but you can also set it from the list of sheets opened with the linked account displayed in "Options".
(4) Enter the target tab name within the set sheet in "Worksheet Tab Name". The list of tabs within the set sheet will be displayed in "Options", so select the target tab name.
(5) Set the range of the table where the data you want to update is recorded in "Table Range". Once the setup is complete, click "Next".
(6) First, set the conditions for the record you want to update. In the left cell, select an item with unique data from the cells within the sheet. For example, since "Task name" does not have duplicate data within the sheet, select "Task name".
(7) Select "Equals" in the middle cell.
In the right cell, select the data that matches the condition set in the left cell. This time, select "Task Name" under "Extract data from text" in "Retrieved value".
(8) Next, set the "Updated Record Values". If the input field is left blank, it will not be updated from the original value in the sheet. This time, we left the items "No.", "Task name", and "Detail" blank as they do not need to be updated.
On the other hand, select the data from "Extract data from text" in "Retrieved Value" for the items you want to update. ※ Just in case, set any items that might be updated from "Retrieved Value".
(9) Once the setup is complete, execute the test to update the data in Google Sheets. Open the target sheet and check if the data has been updated.
If the data has been updated correctly, click "Save" to complete the setup.
Step 6: Turn on the Trigger and Check Operation
This completes all the settings. After completing the settings, a pop-up like the one below will appear, so turn on the trigger. Check if the flow operates correctly!
Other Automation Examples Using Google Sheets
Yoom has many other automation templates using Dropbox! Try searching for automation examples with apps you are familiar with.
Add to Google Spreadsheet when payment is made through Stripe
■Overview The "Summarize content added in Google Spreadsheet with DeepSeek" business workflow automatically summarizes new data added to Google Spreadsheet using DeepSeek. This streamlines data organization and analysis, ensuring smooth daily operations. By leveraging Yoom's API integration and AI technology, it eliminates the need for manual summarization, significantly reducing time and effort.
■Recommended for ・Those who want to streamline data management using Google Spreadsheet and DeepSeek ・Business professionals spending time manually summarizing large amounts of data ・Company representatives looking to automate business workflows using AI ・Those who want to reduce errors in data summarization tasks ・Those who have already implemented Yoom and want to maximize its functionality
■Notes ・Please integrate Google Spreadsheet, DeepSeek, and Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware.
■Overview The "Update Google Spreadsheet when a quote is sent from Wix" flow is a business workflow aimed at improving the efficiency of quotation operations and the accuracy of data management. When a quote is sent through Wix, the information in Google Spreadsheet is automatically updated. This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.
■Recommended for ・Those who create and send quotes using Wix and feel the hassle of data management ・Businesses that want to manage quotation information collectively in Google Spreadsheet ・Business owners considering automation and aiming to improve the efficiency of quotation processing ・Those who want to reduce human error and achieve accurate data management ・Those who want to optimize operations by linking multiple SaaS applications
■Notes ・Please link both Wix and Google Spreadsheet with Yoom.
By implementing automation to automatically update Google Sheets, you can simplify your tasks as data entry and writing are completed automatically! This can reduce the need to continuously copy and paste data, be constantly caught up in daily updates, and face situations like "Which data is the latest?"
Moreover, Yoom is designed to be simple and user-friendly, allowing even beginners to easily implement automation. No complex programming knowledge is required. Therefore, even those who have given up on implementing automation before should find it easy to try automating with Google Sheets!
I have been working as a web writer and director for over two years. I resonate with Yoom's vision and have been entrusted with the responsibility of managing blog production. Leveraging the skills I have developed through various writing tasks, I am committed to delivering content that is easy to understand and meets the needs of all users.
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