When a task is registered in Zoho CRM, add it to Google Sheets.

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■Overview

This is a flow that adds tasks to Google Sheets when they are registered in Zoho CRM.

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■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

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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

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■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.

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■Notes‍

・Please integrate both Zoho CRM and Google Sheets with Yoom.

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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Zoho CRM

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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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