How to automatically create events in Google Calendar using data registered in Raku-Raku Sales by integrating Raku-Raku Sales with Google Calendar

In tasks related to sales, such as inventory management, procurement, pitching to clients, and business negotiations, schedule management becomes crucial.
If there are buyers but no products, you can't increase sales, right? Similarly, even if there are products but no buyers, it's equivalent, so you need to pitch.
What is necessary to effectively manage these tasks are management tools like Raku-Raku Sales.
So this time, we have linked Raku-Raku Sales with Google Calendar to simplify schedule management in sales operations. It should also help reduce the workload, so please take a look.

Benefits of Linking Raku-Raku Sales with Google Calendar

1. Eliminate Hassle and Increase Efficiency

With this integration, you can automatically add schedules to Google Calendar based on the data added to Raku-Raku Sales.
There's no need to manually enter data into Google Calendar while looking at Raku-Raku Sales, simplifying schedule registration.
Additionally, repetitive tasks are reduced. This will save time and improve work efficiency.

2. Strengthen Interdepartmental Collaboration

This integration is effective even when departments like product management or accounting use Raku-Raku Sales, while sales and marketing use other tools.
For example, if the product arrival date is automatically registered in Google Calendar, the sales department can easily manage arrival information. Also, sales representatives can pitch in line with the arrival dates, facilitating smoother interdepartmental collaboration.

[About Yoom]

From here, we will introduce how to create a Flowbot in Yoom, which allows app integration without programming, to "register schedules in Google Calendar with information registered in Raku-Raku Sales."
After registering with Yoom, please try creating it!

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<span class="mark-yellow">【Please Note】</span>

※Raku-Raku Sales is available only with some paid plans.
※A 2-week free trial is available for the paid plans.

The above Flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try This Template" at the bottom of the transitioned screen
3. Register with Yoom

*If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Connection Flow between RakuRaku Sales and Google Calendar

Step 1: Connect RakuRaku Sales and Google Calendar to My Apps

The template will be copied, and the screen will look like the above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, connect Yoom with each tool. Click on "New Connection" at the top right.

Connecting RakuRaku Sales with Yoom

1. Search
‍Enter "RakuRaku Sales" in the displayed box and click on the RakuRaku Sales icon.‍

2. Enter Required Fields

Details on how to connect are described in the displayed image.
Follow the instructions to generate an API token.

Once the API token is generated, copy and paste it into the required fields.‍

3. Add
‍Click on Add at the bottom right.

Once the above display appears, the connection is complete.

Connecting Google Calendar with Yoom

1. Search
‍Click on the Google Calendar icon.

2. Select Account
‍Press the Google account of the Gmail address to connect with Yoom.‍

3. Log in to Yoom

You will be redirected to the page in the image, read the terms and click Next.‍

4. Yoom is Requesting Additional Access to Your Google Account
Press Continue.
When you move to the authentication screen, select <span class="mark-yellow">Allow All Permissions</span>.

5. Connection Complete

If the screen changes and the above display appears, the connection is complete.
Next, copy the template to My Projects and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Setting to Retrieve Product Data from RakuRaku Sales

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the copied template
‍Click "Register schedule in Google Calendar with information registered in RakuRaku Sales".

3. Select App Trigger
‍Click "Execute HTTP transmission in automatic processing settings" on the RakuRaku Sales icon.
Since the title and other settings are complete, press Next.

4. Webhook Settings

Set up the Webhook. By doing this, when a product is added to RakuRaku Sales, the data can be reflected in Google Calendar in real time.

For instructions on how to set it up, please refer to How to Execute HTTP Transmission in RakuRaku Sales and Activate Yoom's Flowbot.

5. Register Products
Register the data you want to reflect in Google Calendar.

6. Execute Test

Once the product is registered, return to Yoom and press the test button at the bottom of the screen.
If "Test Successful" is displayed in blue, the RakuRaku Sales settings are complete.

Step 3: Settings to Add to Google Calendar

1. Connect with the App
‍Click "Create Schedule" on the Google Calendar icon.
Since the title and other settings are complete, press Next.‍

2. Register Calendar ID

Please enter the Google Calendar ID.

3. Set Required Fields

Set the other boxes as shown in the image.‍

5. Execute Test

Once the settings are complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the settings are complete. Press Save.

6. Turn ON the Trigger

Once the flowbot creation is complete, it will be displayed as shown above. The trigger is initially set to OFF, so turn it ON.
This completes the creation of the flowbot using RakuRaku Sales and Google Calendar.

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Flowbot template used this time
Register schedule in Google Calendar with information registered in RakuRaku Sales

Other Automation Examples Using RakuRaku Sales and Google Calendar

There are many other examples of automation using RakuRaku Sales and Google Calendar in Yoom, so here are a few introductions.

1. Add a Record to RakuRaku Sales When a Row is Added in Google Sheets
‍This is recommended when you want to share data managed in Google Sheets with RakuRaku Sales.

2. Once company information is registered in GENIEE SFA/CRM, add it to RakuRaku Sales
‍If the sales department is using RakuRaku Sales and the sales team is using GENIEE SFA/CRM, let's integrate and share the data.

3. Register the due dates of tasks registered in Asana to Google Calendar
‍Integrating with Asana is also effective when working with large teams or on big projects.

Summary

By integrating Rakuraku Sales with Google Calendar and automating schedule management, you can eliminate the hassle of manual entry. If you have many schedules to register, this can save a significant amount of time and improve work efficiency.
Additionally, by making it easier to understand schedules such as procurement status and business negotiations, it should also facilitate smoother collaboration between different departments.
With Yoom, you can integrate Rakuraku Sales with Google Sheets without the need for programming. Automation can be easily implemented, so please give it a try.