■Overview
This is a flow that updates customer information on the board when a row is updated in Google Sheets.
■Recommended for
1. Those managing customer information
・Those who centrally manage customer information in Google Sheets
・Those who integrate customer information with other tools
2. Those using the board in their work
・Those managing customer information on the board
・Those who want to automate updates of customer information on the board
■Benefits of using this template
When customer information is managed with different tools across departments, data inconsistencies can disrupt business operations.
Additionally, manually updating customer information from Google Sheets to the board can lead to the hassle of information coordination and the risk of input errors.
This flow is suitable for those who want to accurately update customer information between tools.
This flow allows customer information on the board to be automatically updated when data in Google Sheets is updated.
It also eliminates the need for information coordination between departments, ensuring the consistency of customer information.
■Notes
・Please integrate both Google Sheets and the board with Yoom.
・For instructions on how to integrate My Apps with the board, please refer to here.
・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.