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"Do you want to streamline your work using Notion and Google Sheets but don't know where to start?" Are you struggling with this dilemma? Integrating handy tools like Notion and Google Sheets can be challenging without programming knowledge, making it difficult for non-engineers. This time, I would like to introduce a method that allows even non-engineers to easily integrate these tools! No programming knowledge is required, and it can be completed with simple screen operations, so please refer to it!
This article introduces a method of integration using the no-code tool "Yoom." No complicated settings or operations are required, making it easy for non-engineers to achieve. You can also start immediately using the template below, so please give it a try!
[About Yoom]
First, we will introduce how to embed and connect Google Sheets using Notion's standard features.
Step 1: Copy the URL of the Google Sheet
Click "Share" in the upper right corner of the Google Sheet you want to embed in Notion, and select "Copy link".
Step 2: Embed in Notion
In an empty block in Notion, type "/ (slash in half-width)" and select "Embed" from the displayed menu. Paste the URL you copied earlier and select "Embed link".
With this, the embedding of Google Sheets into Notion is complete!
However, a disadvantage of this method is that all information on the spreadsheet will be displayed.
While many teams use Notion as a knowledge base accessible to all members, embedding or importing does not allow you to hide information from specific members in Notion.
This time, we will introduce how to connect using Yoom, which allows no-code integration with various apps. With Yoom, you can intuitively and easily connect Notion and Google Sheets, and you can also add settings such as regular execution and importing only specific information, which were not possible with traditional embedding or CSV import.
We will introduce a flow where information is updated in Notion when changes are made in Google Sheets using Yoom. You can use the template below to copy and use the flow. If you haven't issued a Yoom account yet, you will be redirected to the issuance page, so please complete the registration before starting the setup.
You can easily register in the following 3 steps!
Step 1: Connect My Apps of Google Sheets and Notion
Step 2: Set up a trigger to activate when a row in Google Sheets is updated
Step 3: Set up an action to update Notion page properties
First, prepare the Google Sheets and the Notion database to synchronize the update information.
Step 1: Connect My Apps of Google Sheets and Notion
Select "My Apps" from the left menu, click "+ New Connection" on the right side of the screen, and select Google Sheets and Notion from the new connection list to connect the apps.
Step 2: Set up a trigger to activate when a row in Google Sheets is updated
Open the copied template and click "App Trigger: When a row is updated" in the Flow Bot. Select the linked account and action. Change the title as needed and click "Next". You will be redirected to the API connection settings screen for the app trigger, so follow the instructions to set it up.
Step 3: Set up an action to update Notion page properties
Click "Operate Database: Update Page Properties" in the Flow Bot and set up the database connection.
※Reference: Common Errors and Verification Methods Related to Each ID in Notion
Click "Next" and configure the detailed settings for database operations. Perform a test, and if successful, click "Save". Finally, switch the trigger of the saved flow to "ON" to activate it.
With this, the flow "Update Notion Page Properties When a Row is Updated in Google Sheets" is complete!
Next, we will explain the setup method focusing on "Adding information to any Notion database and also adding that information to Google Sheets".
Next, we will introduce how to add information to Google Sheets when information is added to Notion using Yoom. You can easily experience automation in the following
3 steps!
Step 1: Connect Notion and Google Sheets to My Apps
Step 2: Set a trigger to activate when information is added to any Notion database
Step 3: Set an action to add to Google Sheets
First, if you do not have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.
Log in to Yoom, click the "New Connection" button on the My Apps page of Yoom, and select "Notion".
Please log in with your account.
Next, specify the scope of permissions.
If there are no particular issues, press the blue button "Select Pages".
After the screen transition, you can specify the scope of page access for Notion, so please specify the desired pages here.
In the image below, all options are checked.
Finally, press the "Allow Access" button at the bottom right to complete the registration of Notion with My Apps!
Log in to Yoom, click the "New Connection" button on the My Apps page of Yoom, and select "Google Sheets".
When you select Google Sheets, you will transition to a screen like the one below.
Press the "Sign in with Google" button in the red frame and log in with your account.
This completes the registration of each app with My Apps!
First, press "Create New Project" and select "Create from Scratch".
Next, you will be asked to set the condition to activate the flowbot, so select "trigger from an app event".
Then, you will transition to a screen to select an app.
Here, since we will proceed with the Notion settings, select Notion.
* You can also search for the app name in the search box at the top of the screen.
Check if the linked account information is correct, and select the trigger action "When a Page in a Specific Database is Created or Updated".
Once selected, press the "Next" button at the bottom of the screen.
Next, set the API connection settings for the app trigger.
The trigger activation interval can be set as desired. Here, it is set to 5 minutes.
The "Database ID" can be obtained from within the Notion URL.
* The part of the URL "/workspace name/●●●/" is the database ID.
This completes the Notion trigger setup!
Next, select the ＋ mark below the Notion app trigger.
Next, a screen to select an action type will be displayed, so search for "Google Sheets".
Select Google Sheets.
First, check if the linked account information is correct.
For the execution action item, select "Add Record".
For the database linkage items, fill in all the fields according to the description below the input fields.
As a note, you need to register headers in the spreadsheet to add records.
As an example, we have set "No., Title, Date, Start time, Client name" as headers.
Check if the headers are included within the table range, and press the "Next" button.
Then, you will transition to the detailed settings screen for database operations.
You can confirm that the headers set earlier are registered.
There are also items for detailed settings at the bottom of the screen, which can be set optionally.
Please set them according to the situation.
Finally, press "Save" to complete all the settings!
Well done!
Using templates makes it easier to connect apps, so it's recommended!
In addition to what we introduced today, Yoom offers many examples of automation using Notion and spreadsheets, so here are a few examples.
Templates are available for all of them, so you can start using them right away.
By linking Notion and Google Spreadsheets, you can synchronize data between them and even integrate with other tools like chat tools.
Integrate Notion Data with Various Databases
In addition to spreadsheets, it is also possible to integrate with various databases such as Airtable and Salesforce.
■Overview
The "Add information added to Notion to Airtable" workflow contributes to the efficiency of information management.
Since Notion data is automatically reflected in Airtable, the manual effort is reduced.
■Recommended for
■Benefits of using this template
By linking Notion and Airtable, you can quickly update information.
This allows for rapid sharing of the latest information and enables quick decision-making.
Moreover, the reduction in manual data entry leads to increased operational efficiency.
As a result, productivity improves, unnecessary mistakes are prevented, and high-quality services can be provided.
Information sharing among members becomes smoother, contributing to improved team performance.
■Overview
The workflow "Add customer information to Hubspot when it is added to Notion" is a business workflow that achieves efficiency in customer management.
By automatically registering the same information in Hubspot when customer information is added to Notion, the workflow achieves automation while maintaining data consistency.
■Recommended for
■Benefits of using this template
By simply entering customer information into Notion, it is automatically reflected in Hubspot, eliminating the need for duplicate entry.
Additionally, by automating the manual data migration process, you can make effective use of your time and focus on other important tasks.
This reduces human error and improves the accuracy of information management.
It may also help prevent potential business opportunities from being lost due to input errors.
■Overview
The workflow "Add lead information to Salesforce when it is added to Notion" is a business workflow that streamlines customer management.
By adding lead information added to Notion to Salesforce, it is possible to reduce manual data entry and maintain consistency of information.
■Recommended for
■Benefits of using this template
By simply adding lead information to Notion, the data is automatically reflected in Salesforce, eliminating the need for manual entry.
Additionally, automating data synchronization across multiple platforms prevents discrepancies and duplicates, enabling accurate customer management.
This prevents errors that are likely to occur during manual entry and ensures reliable data management.
Create documents based on Notion data
It is possible to automatically generate various documents such as estimates and invoices based on the data within Notion.
■Overview
This flow involves creating a quotation in Google Sheets using information from a Notion database and sending an email via Gmail.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer and product information in the database
・Those who manage detailed quotation content
2. Companies utilizing Google Sheets for business
・Those who create templates for forms and use them in business
3. Companies using Gmail as their main communication tool
・Those who use it as a means of communication with client companies
■Benefits of using this template
Notion is a tool that allows centralized management of information by registering it in a database, enabling smooth business operations.
However, manually entering information registered in Notion every time you create and send a quotation can be time-consuming and may reduce the quality of work.
By utilizing this flow, you can automatically add Notion information to a Google Sheets template to create a quotation and send it via email.
Creating quotations by referencing Notion information prevents human errors from manual entry.
Automating the process from creating to sending quotations significantly reduces manual effort and improves business efficiency.
■Notes
・Please integrate Notion, Google Sheets, and Gmail with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
Sending Emails from Spreadsheet Data
Automatically send emails based on the data within the spreadsheet.
Link information registered in the spreadsheet to various databases
Automatically link information registered in the spreadsheet to various databases such as SPIRAL and Salesforce.
■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 that creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a record to SPIRAL when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers managing tasks with shared sheets
・Team leaders who want to edit the same sheet simultaneously
2. Those who use SPIRAL for data management
・Marketing personnel using it for campaign creation and data aggregation/analysis
・Sales assistants managing leads
■Benefits of using this template
Google Sheets is an effective tool for sharing information collected by a team.
However, manually re-entering information from Google Sheets into SPIRAL takes away time from core tasks that require focus.
This flow is suitable for those who want to eliminate manual entry and proceed with tasks smoothly.
By automatically adding records to SPIRAL using the registered content in Google Sheets, it eliminates manual work and saves the time spent on data entry.
■Notes
・Please integrate both Google Sheets and SPIRAL with Yoom.
Notion is suitable for task and project management, characterized by its ease of organizing information hierarchically in databases. Its intuitive operation, easy tagging, and filtering within databases, along with its well-organized visuals, make it ideal for team knowledge sharing. However, it is not suited for numerical analysis or detailed data manipulation involving large amounts of data.
Google Sheets excels in managing large amounts of data and performing calculations using functions. It allows for easy graph creation and data analysis, making it perfect for tasks involving data processing. On the other hand, it is not suitable for hierarchical information organization and is less convenient for internal knowledge sharing scenarios.
By integrating both services, efficient data management that leverages the strengths of each becomes possible, eliminating the hassle of switching between multiple applications. Additionally, the automatic integration of both services eliminates the need for manual data entry or copy-pasting, avoiding duplicate entries and improving work efficiency while preventing input errors.
Yoom is attractive for its ability to integrate with various apps and manage them centrally on Yoom, eliminating the need to switch between apps, which is truly convenient.
This article introduced the integration of Notion and Google Sheets, but Yoom also allows for the automation of schedule management by integrating Zoom and Google Calendar. There may already be trigger actions like the ones set up this time available in Yoom, and you can use those templates as they are, so be sure to take advantage of them!
