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When updating sales lists and organizing customer information using Google Sheets, do you ever worry about manual input errors or the hassle of the work involved?
However, when trying to automate such tasks, many people hesitate because they think programming or API knowledge is necessary.
In such cases, you can rely on the no-code tool Yoom.
You can easily achieve integration where data is automatically added to Google Sheets once an account is created in Apollo.
This reduces the tedious input work while making information organization and sharing smoother.
In this article, we introduce several methods to streamline writing tasks by integrating Google Sheets with other services.
If you feel like you want to manage data accurately without hassle, please take a look.
By using Yoom, you can easily integrate with Google Sheets without any code. Yoom provides templates for integrating with Google Sheets in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The flow "Add to Google Spreadsheet when an account is created in Apollo" is a business workflow that simplifies data management during new user registration.
Every time a new account is created in Apollo, the information is automatically written to a Google Spreadsheet, eliminating the need for manual data entry and management.
This enables centralized data management and improves operational efficiency.
■Recommended for
■Benefits of using this template
There are several ways to automatically write to Google Sheets. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to experience automatic writing to Google Sheets right away. Registration takes just 30 seconds, so feel free to give it a try!
As new accounts and deal information are constantly being generated in daily operations, organizing them in a way that everyone can easily manage and view can be surprisingly challenging. However, with the power of automation, these concerns become much more manageable.
For example, using a flow like "Add to Google Sheets when an account is created in Apollo" eliminates the need to manually enter data every time a user registers. When a new account is created in Apollo, the information is immediately sent to Google Sheets. It always stays up-to-date, making verification and sharing smooth. Since it doesn't involve manual input, errors are less likely to occur.
Additionally, the flow "Add to Google Sheets when a deal is closed in Salesforce" makes organizing and sharing sales information much easier. Since the order information is automatically reflected in Google Sheets, you won't be bogged down with data entry tasks, and decision-making speed increases. You can advance important steps reliably and smartly.
■Overview
The flow "Add to Google Spreadsheet when an account is created in Apollo" is a business workflow that simplifies data management during new user registration.
Every time a new account is created in Apollo, the information is automatically written to a Google Spreadsheet, eliminating the need for manual data entry and management.
This enables centralized data management and improves operational efficiency.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Add to Google Sheets when a deal is closed in Salesforce" streamlines the task of transferring information.
Automation reduces manual work, thereby minimizing human errors.
■Recommended for
■Benefits of using this template
By automatically adding to Google Sheets when a deal is closed in Salesforce, you can smoothly share deal information.
This enables quick updates of deal information, allowing all members to have the latest information.
This facilitates quick decision-making and speedy customer response.
Moreover, as there is no need for manual data entry, input errors are prevented, and data accuracy is maintained.
By achieving efficient information sharing and management, it contributes to improving the productivity of the entire team.
"What happens after you send the form?" — Automation provides a thoughtful answer to this question. It allows you to handle tasks effortlessly yet meticulously. Here, we introduce a template that makes this possible.
The flow of "sending a confirmation email to the respondent and appending the data to Google Sheets when a Google Form is submitted" is perfect for daily application tasks and survey management. The submitted content is automatically added to the spreadsheet, and a confirmation email is sent immediately. This ensures a prompt and careful response while preventing missed replies and input errors.
Another template, "store form submissions in Google Sheets when a form is sent to Hubspot," is recommended for those using Hubspot in marketing and sales activities. The form submission information is automatically added to the spreadsheet, enabling real-time data verification. As record visualization progresses, team collaboration is enhanced.
■Overview
This is a flow that stores records in a Google Sheets database when a form is submitted to Hubspot.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to centrally manage and utilize form submission data in Google Sheets
・Those who want to eliminate the hassle of manual data entry
・Those who want to visualize form submission data in real-time
2. Sales professionals using HubSpot
・Those who want to list prospect information submitted through forms in Google Sheets to aid sales activities
・Those who want to manage customer information in Google Sheets and share it with their team
■Benefits of using this template
・Form submission data is automatically and immediately reflected in Google Sheets, allowing you to always have the latest information.
・Sharing form submission data in Google Sheets facilitates smooth information sharing among team members.
■Notes
・Please integrate both Hubspot and Google Sheets with Yoom.
■Overview
The workflow "Send a confirmation email to respondents and append to Google Sheets when a Google Form is submitted" is a business workflow that streamlines the operation of surveys and application forms.
■Recommended for
■Benefits of using this template
Your inbox can fill up in no time, and finding the necessary information can feel like searching for a needle in a haystack. But what if you could automate this task? You'd save time, reduce errors, and focus more on creative work.
First, there's the template for "Translating emails with a specific label in Gmail to English and adding them to Google Sheets." This is particularly useful for those who communicate internationally or work in environments where multilingual emails are common. Translation and recording are done simultaneously, significantly improving both speed and accuracy of your tasks.
Additionally, the flow for "Extracting information received in Outlook using AI and adding it to Google Sheets" uses AI to automatically read email content and pick out only the necessary information to reflect in the spreadsheet. No matter what emails you receive, you can effortlessly capture important information without missing a beat. This is especially a reliable ally for business people who handle a large volume of emails daily.
■Overview
This is a flow that extracts information received in Outlook using AI and adds it to Google Sheets.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Outlook for business
・Those who want to quickly reflect information received via email in other tools
・Those who receive a large number of emails and find it cumbersome to check the content and extract necessary information
2. Those who use Google Sheets for business
・Those who use Google Sheets for recording and managing information
・Those who want to smoothly share information and improve the overall work efficiency of the team
■Benefits of using this template
With this flow, it is possible to extract necessary information from emails received in Outlook and automatically sync it to Google Sheets.
Manual tasks such as email checking, information extraction, and transcription are reduced, which alleviates the burden on the person in charge and shortens work time.
Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall work efficiency of the team.
You can freely customize the extraction content according to business purposes, such as routine reports, inquiries, or application information based on a format.
■Overview
The workflow "Translate emails with a specific label in Gmail into English and add them to Google Sheets" is a business workflow that streamlines email management and data organization.
Handling a large volume of emails daily can be challenging, but by assigning specific labels, you can automatically translate necessary information into English and write it into Google Sheets. This allows for accurate data management while saving effort.
■Recommended for
■Benefits of using this template
Let's get started with creating a flow to automatically write to Google Sheets! This time, we'll be using Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
In this article, we will explain the settings for the flow bot that “adds to Google Sheets when an account is created in Apollo”.
Here, you will configure the settings to register the app information to be integrated with Yoom. After logging into the Yoom workspace, click "+ Add" on the My Apps screen.
A list of apps available in Yoom will be displayed. Search for the app to be integrated using the search box and proceed with registering it to My Apps.
Click on the app name from the search results. A screen will appear to enter the values linked to your Apollo account.
Click the Add button to complete the registration of Apollo to My Apps.
Clicking on the app name from the search results will display the integration confirmation screen between Google Sheets and Yoom.
This completes the integration of Google Sheets with My Apps.
Once the My App integration is complete, proceed to set up the Flowbot template. Please proceed to copy the template from the "Try it".
When the popup below appears, click "OK" to start the setup!
The copied template will be added to My Projects. You can access My Projects from the left menu bar.
Click on the first step of the template and set the trigger (starting point) for the flow bot. In this step, you will set the flow's activation interval and configure it to retrieve information when a new account is registered.
The following items are already set on this screen:
Click Next to proceed.
Once the activation interval is set, please create a new account in Apollo for testing purposes. (Event Occurrence)
After triggering the event, test if the flow bot can detect it correctly.
Click the Test button. If successful, you can retrieve the detected results' items and values. (The image below shows only the items, but actual values are reflected.)
In Yoom, these items and values are defined as "Output."
These values will be referenced in later steps. Click Save to proceed to the next step.
Click on the second step of the template. In this step, you will configure the settings to accumulate data in a specified sheet of Google Sheets by referencing Apollo's information.
The following items are already set on this screen:
Scroll down.
This time, we created a database to match the items that can be obtained in Apollo. Below is a sample.
Please set the items with unique values (unique keys). Errors will occur if there are duplicates.
Return to the Yoom screen.
Click Next.
The information from the linked spreadsheet is loaded and displayed as items. Sample item names should be reflected.
For each item, link the obtained value (output).
Click the edit field to display a dropdown menu, allowing you to select the output obtained in the previous operation. Choose the corresponding output for each item, and the reference code will be embedded in the edit field.
Once all inputs are complete, click the Test button. If successful, a row with the values obtained in Apollo will be added to the specified spreadsheet.
Click Save.
Once all steps are configured, a completion screen will be displayed.
Turn ON the trigger to activate the flow bot.
You can toggle the trigger ON/OFF from the top left toggle. The flow bot setup is easily completed without programming.
We have carefully selected 5 templates that can automate common input, notification, and file creation tasks in daily operations. Recommended for those who want to improve accuracy and speed while reducing effort.
■Overview
This is a flow that adds a record to Salesforce when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared data and share information
・Sales assistants who share sheets with client companies and exchange information
2. Companies that manage deals with Salesforce
・Those who register and share the status of each project with their team
・Executives or sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.
This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow to issue invoices based on customer information in Google Sheets and send them to Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who utilize Google Sheets for managing customer information
・Those who manage customer and billing information with Google Sheets
・Those who create invoices by transcribing values from Google Sheets
2. Those who use Gmail for file exchanges
・Those who send invoices to customers from Gmail
・Those who want to prevent misdelivery of emails due to incorrect addresses
■Benefits of using this template
Manual invoice issuance and email sending tasks may pose a risk of human error, and you might feel the need to improve efficiency.
Additionally, if there are many customers, it may take up more time, potentially reducing productivity.
In this flow, when a specific row is updated in Google Sheets, you can automate the issuance of invoices and sending of invoices via Gmail.
By automating manual tasks, you can reduce working time and improve productivity.
The process from issuing to sending invoices progresses quickly, allowing you to respond to customers in a timely manner.
■Overview
This is a flow that notifies Slack when a row is updated in a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for business
・Office workers who manage tasks using shared sheets within the department
・Team leaders who want to edit the same sheet simultaneously
2. Those who use Slack as their main communication tool
・Companies using it as an information-sharing tool for each department
・Team members responsible for creating channels for each project to share information
■Benefits of using this template
Google Spreadsheets allow multiple people to edit a sheet simultaneously, making it an effective tool for smooth business operations.
By using Slack in conjunction, you can improve the accuracy of information within the team.
However, manually notifying each row update increases the risk of human error.
This flow is effective for those who want notifications every time Google Spreadsheet data is updated.
When information is updated in Google Spreadsheets, it automatically sends a notification to Slack based on the updated content, preventing errors from manual input.
Additionally, it allows for quick information sharing within the team by notifying immediately after an update.
■Notes
・Please integrate Google Spreadsheets and Slack with Yoom.
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
If you can integrate with Google Sheets without coding, daily data entry and organization tasks become much easier.
Especially flows like "automatically adding to a spreadsheet when an account is created in Apollo" reduce manual errors and enhance the speed and accuracy of operations.
With Yoom, you can easily set up such systems on your own without programming knowledge.
Start with a free registration and take the first step towards convenient automation.
