How to integrate Mazrica with Google Sheets to add project actions registered in Mazrica to Google Sheets

Mazrica is an excellent service as a sales support tool.
Not only can you manage projects and customers, but it also has a system to effectively utilize internal knowledge, promoting effective sales activities.
By integrating Mazrica with Google Sheets, you might be able to conduct even more effective sales activities.
This is especially recommended for the following people:

Those who manage information with Mazrica but want to aggregate and analyze data in Google Sheets and apply it to sales activities

This article explains the process of automatically adding project information by integrating Mazrica with Google Sheets.
We hope it will be helpful as a means to streamline your sales process!

Benefits of Integrating Mazrica with Google Sheets

Benefit 1: Reduce the hassle of data entry

When using both Mazrica and Google Sheets, you usually need to enter data twice.
However, by using the integration described in this article, you can eliminate the need to manually transfer data from Mazrica to Google Sheets, thus reducing the hassle of manual entry.
This will shorten the time spent on data entry, allowing you more time for other tasks such as preparing sales materials or practicing presentations.
As a result, it may lead to higher quality sales activities and an increase in closing rates.

Benefit 2: Speed up situation awareness

With this integration, you can access Google Sheets to quickly grasp the latest information registered in Mazrica.
Automation prevents you from forgetting to transfer data, allowing you to catch up on complete and accurate information.
Furthermore, by utilizing Google Sheets' graph creation feature, you can visually grasp the information from Mazrica.
This may lead to early detection of important insights about customers, which can be leveraged in sales activities.

[About Yoom]

Integration Flow of Mazrica and Google Sheets

Now, let's introduce the steps to actually integrate Mazrica with Google Sheets.

Set up the app trigger
Add a record

Yoom offers the above two steps as a template.
You can create a flowbot more easily than creating from scratch, so first click the "Try it" button on the banner below to copy the template!

Integration of Mazrica and Google Sheets with My Apps

After copying the template, first register Mazrica and Google Sheets from Yoom's "My Apps" as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Setting the App Trigger".

1. After logging into Yoom, click on "+ New Connection" from the "My Apps" menu on the left side.

2. Search for the app name, enter the required information, and register the app.

If Mazrica and Google Sheets are displayed in the My Apps list, the preparation is complete!
Let's proceed to the detailed settings!

Step 1. Setting the App Trigger

First, click on the app trigger "When a project action is newly registered".

On the first page, the pre-linked account information will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, you will set up the API connection.
Specify the "Project Type" and "Purpose of Action", and click Test.

※ Please note that the "Trigger Activation Interval" varies depending on your subscription plan. For details, please seehere.

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If there are no issues up to this point, click "Save" to complete the trigger settings.

Step 2. Add a Record

Next, click on "Add a Record".

At the beginning of the first page, the account information will be displayed as in Step 1.

Below that, there are input fields for linking with the database, so specify the Google Sheets ID and tab name, and proceed to "Next".

On the next page, set the values for the record to be added.
Use the outputted information for input.

Click "Test" and if no errors occur, click "Save".

If a popup like the one below is displayed, all settings are complete.

Other Automation Examples Using Mazrica and Google Sheets

Yoom offers many automation examples using Mazrica and Google Sheets.
Here are some representative examples.

1. Add a project action in Mazrica to Notion as well

In this case, the output destination was Google Sheets, but you can also set Notion as the output destination.
Recommended for those who want to consolidate project information in Notion.

2. Send a Template Email via Gmail Using Mazrica's Contact Information

This integration is a flow that automatically sends emails via Gmail based on Mazrica's contact information.
For those who manually create and send emails each time, using this integration can reduce the effort involved in these tasks.

3. Register business card data in Sansan when a row is added in Google Sheets

If you are using Sansan for business card management, you might be able to save time on the card registration process by integrating it with Google Sheets.

Summary

The above was the procedure for integrating Mazrica with Google Sheets!
By integrating Mazrica with Google Sheets, the burden of manual input is reduced.
This allows sales representatives to spend more time on other tasks, leading to more efficient sales activities.
Additionally, by using data analysis features of Google Sheets, you can make effective use of the information registered in Mazrica and potentially discover important insights about your customers.
If you are interested, please start by registering for free here!