■Overview
This is a flow that creates a contact in Freshsales when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales or customer support personnel managing customer information in Google Spreadsheets
・Those who want to start with Google Spreadsheets and advance the digitalization of the sales process
2. Those who use Freshsales for business
・Those who want to reduce the effort of data entry and focus on sales activities
・Those who want to prevent errors from manual transcription and aim for accurate data synchronization
■Benefits of using this template
By implementing this flow, new contacts are automatically created in Freshsales based on the information added to Google Spreadsheets.
Since manual transcription is not required, it prevents human errors such as input mistakes, registration omissions, and duplicate registrations, facilitating smooth information sharing.
Even if new customers increase due to campaign promotions, flexible responses are possible.
■Notes
・Please integrate Yoom with both Google Spreadsheets and Freshsales.
・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.
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