・
Task management in CRM and SFA can be useful for sales representatives who use them, as tasks can be linked to customer and deal information. However, there is a risk that sharing with team members who do not use the app and bulk confirmation by project managers may become difficult. To avoid this disadvantage, many companies manage tasks created with tools by also registering them in a database. Do you find this task registration cumbersome?
In this article, we will introduce a method to automatically sync new tasks created in Zoho CRM with Google Sheets. By integrating, you can reduce the effort and errors of manual entry and enable real-time information sharing.
In this article, we will introduce how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, so even non-engineers can easily achieve this.
You can get started right away with the template below, so please give it a try!
■Overview
This is a flow that adds tasks to Google Sheets when they are registered in Zoho CRM.
■Recommended for
1. Those who use Zoho CRM to manage sales activities
・Those who manage follow-up tasks
・Sales teams that have implemented Zoho CRM to streamline sales activities
2. Those who manage tasks with Google Sheets
・Those who centrally manage team tasks with Google Sheets
・Those who use Google Sheets to share project progress
■Benefits of using this template
By using Zoho CRM, you can streamline the sales process and reduce the workload. Additionally, if you centrally manage team tasks with Google Sheets, you can also share task information registered in Zoho CRM, making information sharing smoother.
However, if you manually add tasks from Zoho CRM to Google Sheets, there is a possibility of input errors or omissions. By using this template, tasks registered in Zoho CRM can be automatically added to Google Sheets, preventing human errors.
Automating the addition of tasks to Google Sheets eliminates the need for manual task entry, allowing for more efficient operations.
■Notes
・Please integrate both Zoho CRM and Google Sheets with Yoom.
Integrate the two apps to improve task management efficiency. With the automation tool Yoom, setting up the integration is easy.
[What is Yoom]
Let's set up the integration and workflow automation between Zoho CRM and Google Sheets.
We will introduce the steps to create a workflow that "adds a task to Google Sheets when it is registered in Zoho CRM" using a template.
*If you have already completed the app integration, please proceed to Step 2.
1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.
2. From the list of new connections in My Apps, select Zoho CRM and Google Spreadsheet respectively, and integrate the apps.
Next, copy the template to My Project and create a Flow Bot.
If you haven't copied it yet, please copy the Flow Bot template from below.
■Overview
This is a flow that adds tasks to Google Sheets when they are registered in Zoho CRM.
■Recommended for
1. Those who use Zoho CRM to manage sales activities
・Those who manage follow-up tasks
・Sales teams that have implemented Zoho CRM to streamline sales activities
2. Those who manage tasks with Google Sheets
・Those who centrally manage team tasks with Google Sheets
・Those who use Google Sheets to share project progress
■Benefits of using this template
By using Zoho CRM, you can streamline the sales process and reduce the workload. Additionally, if you centrally manage team tasks with Google Sheets, you can also share task information registered in Zoho CRM, making information sharing smoother.
However, if you manually add tasks from Zoho CRM to Google Sheets, there is a possibility of input errors or omissions. By using this template, tasks registered in Zoho CRM can be automatically added to Google Sheets, preventing human errors.
Automating the addition of tasks to Google Sheets eliminates the need for manual task entry, allowing for more efficient operations.
■Notes
・Please integrate both Zoho CRM and Google Sheets with Yoom.
1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.
1. Open the copied template.
※ You can change the title from the red-framed section in the image below.
2. Click on the Flowbot's "App Trigger: When a task is created (Webhook)".
3. Select the linked account and action.
Change the title if necessary and click "Next".
4. Set up the API connection for the app trigger.
Enter the Zoho domain and channel ID.
※ The red-framed section in the image below shows the reference position of the channel ID included in the URL when you open the Zoho CRM admin screen.
5. Click "Test".
6. If the test is successful, click "Next".
7. After creating a task in Zoho CRM, click "Test".
8. If the test is successful, click "Save".
1. Click on the Flowbot's "Integrate with App: Retrieve Task".
2. Select the linked account and action.
Change the title if necessary and click "Next".
3. Set up the API connection.
Enter the Zoho domain and task ID.
※ Use the output obtained in Step 2 to enter the task ID.
※ When you click on the input field, candidates will be displayed, so please select the relevant item.
4. Click "Test".
5. If there are any items you want to sync with Google Sheets other than those displayed in the "Output" field, click "+ Add value to retrieve" to set it up.
※ Reference: How to add "Retrieved Value: Output"
6. Click "Save".
1. Select the Flowbot's "Operate Database: Add Record".
2. Select the linked account and action.
・Title: Change if necessary.
・Each item in "Database Integration": Enter/select based on the notes below each field.
3. Click "Next".
4. Perform detailed settings for database operations.
Use the outputs obtained so far to enter values for each field of the record to be added.
※ The image below is an example of output reference.
5. Click "Test".
6. If the test is successful, click "Save".
This completes the flow "Add to Google Sheets when a task is registered in Zoho CRM".
Switch the trigger of the saved flow to "ON" to activate it.
Flowbot template used this time
Add to Google Sheets when a task is registered in Zoho CRM
■Overview
This is a flow that adds tasks to Google Sheets when they are registered in Zoho CRM.
■Recommended for
1. Those who use Zoho CRM to manage sales activities
・Those who manage follow-up tasks
・Sales teams that have implemented Zoho CRM to streamline sales activities
2. Those who manage tasks with Google Sheets
・Those who centrally manage team tasks with Google Sheets
・Those who use Google Sheets to share project progress
■Benefits of using this template
By using Zoho CRM, you can streamline the sales process and reduce the workload. Additionally, if you centrally manage team tasks with Google Sheets, you can also share task information registered in Zoho CRM, making information sharing smoother.
However, if you manually add tasks from Zoho CRM to Google Sheets, there is a possibility of input errors or omissions. By using this template, tasks registered in Zoho CRM can be automatically added to Google Sheets, preventing human errors.
Automating the addition of tasks to Google Sheets eliminates the need for manual task entry, allowing for more efficient operations.
■Notes
・Please integrate both Zoho CRM and Google Sheets with Yoom.
In addition to the flows introduced here, you can use the APIs of Zoho CRM and Google Spreadsheets to automate various tasks.
All of them can be used with simple settings, so if you are interested in any of them, please give them a try!
When a row is added, you can create an account in Zoho CRM, and when a lead is registered in Zoho CRM, you can add it to Google Spreadsheets. You can also update the account information in Zoho CRM after updating the information.
■Overview
This is a flow for creating a new account in Zoho CRM when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Sales assistants managing information
・Field workers who want to quickly reflect information from customers
2. Companies managing transactions using Zoho CRM
・Administrative staff using it for customer management
・Sales managers using it to track project progress
■Benefits of using this template
Google Sheets is an effective tool for quick information sharing as the added content is immediately reflected.
However, manually re-entering the information added to Google Sheets into Zoho CRM can decrease work efficiency.
This flow is suitable for those who want to reduce manual entry to improve work efficiency.
When a row is added in Google Sheets, the content is automatically referenced and an account is added in Zoho CRM, eliminating manual work.
Additionally, it maintains the accuracy of the information by reflecting the referenced content.
■Notes
・Please integrate Google Sheets and Zoho CRM with Yoom respectively.
■Overview
This is a flow that updates Zoho CRM account information when a row is updated in Google Sheets.
■Recommended for
1. Those who utilize Google Sheets for business
・Sales assistants managing information
・Field workers who want to quickly reflect information from customers
2. Companies managing transactions using Zoho CRM
・Administrative staff using it for customer management
・Sales managers using it to track project progress
■Benefits of using this template
Google Sheets is an effective tool for sharing information within a team as it allows for communication through comments while working.
However, the time spent re-entering updated information from Google Sheets into Zoho CRM can hinder productivity.
This flow is suitable for those who want to reduce manual work as much as possible to increase productivity.
When information in Google Sheets is updated, the registered information in Zoho CRM is automatically edited, saving time spent on manual work.
Additionally, since you can register by quoting the content, it maintains the accuracy of the information.
■Notes
・Please connect both Google Sheets and Zoho CRM with Yoom.
■Overview
This is a flow that adds a lead registered in Zoho CRM to Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Zoho CRM for sales or marketing
・Leaders or managers who want to constantly share the latest lead information within the team
・Those who want to sync registered lead information with other tools for aggregation and analysis
2. Those who use Google Sheets for lead management
・Those who want to centralize lead information management and improve the efficiency of sales and marketing operations
・Managers who want to reduce cumbersome manual work and automate business processes
■Benefits of using this template
Zoho CRM is a useful tool for sales and marketing, but manually transferring registered information to other tools for aggregation and analysis is inefficient.
By using this flow, when a new lead is created in Zoho CRM, the information is automatically synced to Google Sheets.
With information automatically reflected without manual entry, each person in charge can follow up smoothly.
Additionally, automation enables centralized management of lead information, allowing for efficient sales and marketing activities based on consistent information.
■Notes
・Please integrate Yoom with both Zoho CRM and Google Sheets.
・The trigger 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.
By automatically updating information without having to manually transcribe it, you can follow up smoothly.
■Overview
This is a flow that adds a lead registered in Zoho CRM to Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Zoho CRM for sales or marketing
・Leaders or managers who want to constantly share the latest lead information within the team
・Those who want to sync registered lead information with other tools for aggregation and analysis
2. Those who use Google Sheets for lead management
・Those who want to centralize lead information management and improve the efficiency of sales and marketing operations
・Managers who want to reduce cumbersome manual work and automate business processes
■Benefits of using this template
Zoho CRM is a useful tool for sales and marketing, but manually transferring registered information to other tools for aggregation and analysis is inefficient.
By using this flow, when a new lead is created in Zoho CRM, the information is automatically synced to Google Sheets.
With information automatically reflected without manual entry, each person in charge can follow up smoothly.
Additionally, automation enables centralized management of lead information, allowing for efficient sales and marketing activities based on consistent information.
■Notes
・Please integrate Yoom with both Zoho CRM and Google Sheets.
・The trigger 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.
■Overview
This is a flow that adds a lead registered in Zoho CRM to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those using Zoho CRM for sales or marketing
・Leaders or managers who want to keep lead information shared within the team up-to-date
・Those who want to sync lead information with other tools for aggregation and analysis
2. Those using Microsoft Excel for lead management
・Those who want to centralize lead information management and improve the efficiency of sales and marketing operations
・Administrators who want to reduce tedious manual work and automate business processes
■Benefits of using this template
Zoho CRM is a useful tool for sales and marketing, but manually transferring registered information to other tools for aggregation and analysis is inefficient.
By using this flow, when a new lead is created in Zoho CRM, the information is automatically synced to Microsoft Excel.
With information automatically reflected without manual transfer, each person in charge can follow up smoothly.
Additionally, automation allows for centralized management of lead information, enabling efficient sales and marketing activities based on consistent information.
■Notes
・Please integrate Zoho CRM and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・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.
When a task is registered in Zoho CRM, you can automatically add a task, preventing incorrect input or omissions.
■Overview
This is a flow that adds tasks to Asana when they are registered in Zoho CRM.
■Recommended for
1. Those who use Zoho CRM for business
・Those who utilize it for customer task management
・Those who centrally manage customer information with Zoho CRM
2. Those who use Asana for business
・Those who centrally manage team tasks with Asana
・Those who use multiple task management tools to proceed with work
■Benefits of using this template
Zoho CRM can streamline sales activities and centrally manage customer information.
In task management for sales activities, if you are using Zoho CRM for customer tasks and Asana for team tasks, you might find the manual addition to Asana cumbersome.
This template allows tasks registered in Zoho CRM to be automatically added to Asana, streamlining manual work.
Even if you are managing tasks using different tools, seamless data integration can reduce the burden of management tasks.
Additionally, by sending notifications from chat tools after adding tasks to Asana, you can facilitate smooth information sharing within the team.
■Notes
・Please integrate Zoho CRM and Asana with Yoom respectively.
■Overview
This is a flow that adds a task to Trello when it is registered in Zoho CRM.
■Recommended for
1. Those who use Zoho CRM for business
・Those who use Zoho CRM for managing tasks related to deals and customer interactions
・Sales teams that have implemented Zoho CRM
2. Those who centrally manage tasks within a team
・Project managers who manage team tasks using Trello
・Those who manually input Zoho CRM tasks into Trello
■Benefits of using this template
Zoho CRM is a tool that centralizes customer management and aids in managing sales processes.
However, when using multiple tools for task management, there is a possibility of missing or failing to share tasks.
This template allows tasks registered in Zoho CRM to be automatically added to Trello, enabling centralized task management in Trello.
If you manage team tasks in Trello, you can automatically link tasks related to deals and customer interactions from Zoho CRM, thereby streamlining management tasks.
By consolidating tasks in Trello, information sharing among members becomes smoother, preventing delays and duplication of work.
■Notes
・Please integrate both Zoho CRM and Trello with Yoom.
■Overview
This is a flow to add tasks to Zendesk when they are registered in Zoho CRM.
■Recommended for
1. Those who manage sales tasks using Zoho CRM
・Those who manage tasks related to deals and customer interactions daily
・Those who centrally manage data related to sales activities in Zoho CRM
2. Those who manage team tasks using Zendesk
・Those who utilize Zendesk for visualizing team-wide tasks
・Those who manage project progress by managing tasks as tickets
■Benefits of using this template
The benefit is that you can centrally manage information related to sales activities in Zoho CRM, reducing the burden of customer management tasks.
Additionally, since tasks can be managed by customer, you can visualize progress according to leads and aim for transparency in sales activities.
However, if you are managing team-wide tasks in Zendesk, you might find it cumbersome to add tasks registered in Zoho CRM each time.
This template allows you to automatically add tasks to Zendesk when they are registered in Zoho CRM, simplifying task management work.
By automating the addition of tasks to Zendesk, manual input work becomes unnecessary, improving work speed and accuracy.
■Notes
・Please integrate both Zoho CRM and Zendesk with Yoom.
・Zendesk 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.
This eliminates the need to manually create folders, prevents human errors such as forgetting to create a folder or creating duplicates, and makes document management smoother.
■Overview
This flow creates a folder in Box for each account when an account is registered in Zoho CRM.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who use Zoho CRM for business
・Those who want to smoothly organize related documents and share them with team members after registering account information
2. Those who use Box for file management
・Those who spend a lot of time on document management and want to improve work efficiency
・Those who want to speed up file sharing among multiple sales representatives and achieve centralized management of customer information
■Benefits of using this template
With this flow, folders in Box are automatically created based on the information registered in Zoho CRM.
This eliminates the need for manual folder creation, preventing human errors such as forgetting to create or creating duplicates, and allows for smooth document management.
Additionally, folder naming conventions are standardized, enabling the establishment of a consistent document management system.
This allows easy access to organized related materials, forms, contracts, etc., for each account.
■Notes
・Please integrate Yoom with both Zoho CRM and Box.
■Overview
This is a flow that creates a folder for each account in Google Drive when an account is registered in Zoho CRM.
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 Zoho CRM for business
・Those who want to smoothly organize related documents and share them with team members after registering account information
2. Those who use Google Drive for file management
・Those who spend a lot of time on document management and want to improve work efficiency
・Those who want to speed up file sharing among multiple sales representatives and achieve centralized management of customer information
■Benefits of using this template
With this flow, folders in Google Drive are automatically created based on the information registered in Zoho CRM.
This eliminates the need for manual folder creation, preventing human errors such as forgetting to create or creating duplicates, and allows for smooth document management.
Additionally, folder naming conventions are standardized, enabling the establishment of a consistent document management system.
This allows easy access to organized related documents, forms, contracts, etc., for each account.
■Notes
・Please integrate Yoom with both Zoho CRM and Google Drive.
■Overview
This is a flow that creates a folder for each account in OneDrive when an account is registered in Zoho CRM.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who manage customers with Zoho CRM and manage customer information and related files with OneDrive
・Those who want to improve work efficiency by automating the process of manually creating folders in OneDrive
2. Those who manage files with OneDrive
・Those who store documents for each account in OneDrive for centralized management
・Those who feel it is a hassle to create folders every time a new account is added
■Benefits of using this template
Many people create folders for each account in OneDrive to manage documents.
However, having to create a folder every time a new account is registered is a time-consuming and labor-intensive task.
By utilizing the flow [Create a folder for each account in OneDrive when an account is registered in Zoho CRM], you can streamline the management of customer information and make sales activities smoother.
You can use the extra time for other tasks, thereby improving productivity.
■Notes
・Please connect both Zoho CRM and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
This will eliminate the need for manual data entry, which should reduce data entry errors and ensure data accuracy.
■Overview
The "Create an Airtable record when a row is added in Google Sheets" flow is a business workflow that streamlines daily data management tasks.
For example, when the sales team adds new customer information to a spreadsheet, that data is automatically reflected in Airtable.
This integration reduces the effort and errors associated with manual data entry, enabling accurate information sharing.
As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Add a row to Google Sheets and also add it to Salesforce" streamlines the task of transferring information.
Automation reduces manual work, thereby minimizing human errors.
■Recommended for
■Benefits of using this template
Integrating Google Sheets and Salesforce allows for smooth data registration.
This enables new rows added to Google Sheets to be automatically reflected in Salesforce, allowing for quick responses.
By eliminating manual input tasks, work efficiency is improved.
Additionally, reducing the effort of data entry allows employees to focus on other important tasks, thereby increasing productivity.
Furthermore, manual input errors are reduced, maintaining data accuracy.
This integration enhances the quality of work and contributes to improving the overall performance of the organization.
■Overview
This is a flow that creates a page in Notion when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Departments that share sheets within the team for information exchange
・Managers who input and manage issues related to project progress
2. Companies using Notion as a centralized information management platform
・Business personnel managing project tasks
・Administrative staff utilizing databases for information visualization
■Benefits of using this template
Google Sheets is an effective tool for smoothly managing business-related information.
By using Notion in conjunction, detailed task management can be performed, making business progress smoother.
However, manually entering information added to Google Sheets into Notion increases the risk of errors.
This flow is effective for those who want to maintain high accuracy in information management.
When information is entered into Google Sheets, a page is automatically created in Notion, eliminating manual work.
By creating pages with the quoted content, errors due to manual entry can also be prevented.
■Notes
・Please integrate both Google Sheets and Notion with Yoom.
Since manual transcription is no longer necessary, this prevents human errors such as input errors, omissions, and duplicate registrations, and allows for smooth information sharing.
■Overview
This is a flow where a contact is created in Keap 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 use Google Sheets in their daily work and want to improve work efficiency through automation
・Those who want to smoothly integrate with other tools when new data is added
2. Those who use Keap for customer management and marketing automation
・Those who want to streamline contact registration in Keap but find manual work time-consuming
・Those who want to automatically register in Keap when contact information is entered in Google Sheets
■Benefits of using this template
By utilizing the automation flow of creating a contact in Keap when a row is added in Google Sheets, there are many benefits.
First, it saves time by eliminating the need to manually add contacts to Keap.
This increases the time available to focus on other important tasks.
Additionally, it reduces the risk of manual input errors, improving data accuracy.
Furthermore, this automation allows new contact information to be reflected quickly, enabling smooth sales activities and efficient customer response.
Overall, it leads to improved work efficiency, reduced errors, and quick response, enhancing team productivity and customer satisfaction.
■Notes
・Please connect both Google Sheets and Keap 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 creates a contact in MakeLeaps when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies or sole proprietors using Google Sheets
・Those who manage customer data in Google Sheets and find it cumbersome to manually enter data into other systems
・Those who want to advance automation but don't know where to start
2. Companies that have implemented MakeLeaps
・Those who use MakeLeaps to create invoices and quotes but find it time-consuming to add new contacts
・Those aiming for efficient centralized management of customer information
■Benefits of using this template
By linking Google Sheets with MakeLeaps, customer information management is automated.
This eliminates the need for manual data entry, improving operational efficiency.
Additionally, reducing manual tasks decreases input errors, allowing for accurate data management.
Moreover, using an automated flow facilitates smooth information sharing across the team, enabling prompt responses.
As a result, customer satisfaction improves, leading to business expansion.
■Notes
・Please connect both Google Sheets and MakeLeaps with Yoom.
・You can choose the trigger interval from 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 creates a personal phonebook folder in PHONE APPLI PEOPLE 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 frequently use Google Sheets for work
・Those who want to automate data management in Google Sheets and reduce manual tasks
・Those who want to establish an environment that can quickly respond when new information is added
2. Those who use the phonebook app PHONE APPLI PEOPLE
・Those who use PHONE APPLI PEOPLE regularly and want to efficiently manage personal folders ・Those who want to quickly add and manage new contacts to reduce effort
■Benefits of using this template
By creating a personal phonebook folder in PHONE APPLI PEOPLE when a row is added in Google Sheets, you can eliminate the need for time-consuming manual tasks.
This reduces the effort of data entry and improves efficiency.
Since the phonebook is automatically updated just by entering data into Google Sheets, you can always keep the latest information and achieve centralized information management.
Additionally, the risk of input errors due to manual work is reduced, improving data accuracy.
Furthermore, the time spent on creating phonebooks can be allocated to other important tasks, contributing to overall productivity improvement.
■Notes
・Please connect both Google Sheets and PHONE APPLI PEOPLE 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.
This can reduce manual work and may prevent human errors such as mistyping a folder name or forgetting to create it.
■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 creates a folder in Dropbox 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 use Google Sheets and want to automate file management in line with data updates
・Those who want to avoid the hassle of manually creating folders every time a new row is added
2. Companies or teams that manage files using Dropbox
・Those who use Dropbox but find folder creation and organization too time-consuming
・Those who often encounter omissions or errors when creating folders manually and want to solve this through automation
■Benefits of using this template
By using a flow that automatically creates a folder in Dropbox when a row is added in Google Sheets, you can streamline your busy daily tasks.
This automation eliminates the need to manually create folders, allowing you to focus on important tasks.
Additionally, maintaining a consistent folder structure makes data management easier and improves searchability.
This enhances productivity and achieves overall process efficiency.
■Notes
・Please connect both Google Sheets and Dropbox with Yoom.
・You can select a trigger interval of 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 flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・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.
By automating the synchronization of task information through integration, you can eliminate the need to manually record and share information. Sales team members and project managers can reduce their work time by automatically registering tasks and consolidating data, allowing them to focus on negotiations, creating materials, and adjusting progress schedules. In addition, reducing the occurrence of human errors when transcribing should lead to improved accuracy of information reflected in Google Sheets.
Since all team members can view the same task information in real time, project management will proceed smoothly. Even in companies with many remote work or operations across multiple locations, the latest progress can be grasped in a timely manner. It may also lead to the prevention of project delays and improvement of the performance of the entire team.
For example, as soon as a sales representative creates a task for creating materials in Zoho CRM, that information is reflected in the task list file in Google Sheets shared with the team. Other team members can see the corresponding deals and customer information all at once, so they can smoothly provide the data necessary to execute the task. In addition, if the data is reflected when the task information is updated, the person in charge can check the progress of the deal and whether there are any overdue tasks at once.
We introduced a method to integrate Zoho CRM with Google Sheets to automatically sync task information. This integration reduces the hassle of manual input and prevents transcription errors. Real-time information sharing is expected to improve work efficiency for the entire team, including not only task assignees but also managers. We encourage you to use Yoom to take advantage of this integration.
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