When a row is added to Google Sheets, register the customer on the board.

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■Overview

This is a flow to register customers on the board when a row is added to a Google Spreadsheet.

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■Recommended for

1. Those who manage customers using Google Spreadsheets

・Sales department personnel who input customer information

・Those who want to streamline by integrating Google Spreadsheets with the board

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2. Those who use the board for administrative tasks

・Those responsible for daily customer registration on the board

・Those who want to streamline the process of customer registration on the board

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■Benefits of using this template

Google Spreadsheets are suitable tools for information management.
However, manually registering customer information added to Google Spreadsheets on the board is time-consuming and labor-intensive.

This template allows automatic addition to the board when customer information is added to Google Spreadsheets.
This enables speedy management of customer information on the board, improving work speed and efficiency.

Additionally, even if different tools are used across departments, it facilitates smooth information sharing, allowing for seamless workflow progression.

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■Notes

・Please integrate both Google Spreadsheets and the board with Yoom.

・Refer here for the method to integrate with the board's My Apps.

・Triggers 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.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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Board

In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

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