■Overview
This flow creates an account in Freshsales 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 or customer support personnel managing client information in Google Spreadsheets
・Those who want to advance the digitalization of their sales processes while leveraging existing Google Spreadsheet-based workflows
2. Those who use Freshsales for business
・Those who want to reduce manual data entry tasks and focus on sales activities or support tasks
・Those who want to prevent human errors and improve data management accuracy
■Benefits of using this template
By implementing this flow, new client accounts are automatically created in Freshsales based on the information added to Google Spreadsheets.
Since manual entry is not required, it prevents human errors such as input mistakes, registration omissions, and duplicate entries, facilitating smooth information sharing.
It also allows flexible handling of increased data volumes due to the expansion of sales teams or business scale.
■Notes
・Please integrate both Google Spreadsheets and Freshsales with Yoom.
・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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