When a row is added in Google Sheets, create a deal in Freshsales.

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■Overview

This flow creates a deal 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.

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‍■Recommended for

1. Those who use Google Spreadsheets for business

・Sales team members managing deal data in Google Spreadsheets

・Those who want to advance the digitalization of sales processes starting from Google Spreadsheets

2. Those who use Freshsales for business

・Those who want to reduce the effort of data entry and focus on sales activities

・Those who aim to prevent errors from manual transcription and achieve accurate data synchronization

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■Benefits of using this template

By implementing this flow, new deal information is automatically created in Freshsales based on the information added to Google Spreadsheets.

Since manual transcription is no longer necessary, it prevents human errors such as input mistakes, registration omissions, and duplicate registrations, allowing for smooth information sharing.

Even if the number of deals increases due to business expansion, you can respond flexibly.

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■Notes

・Please connect 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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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.

Related apps

Templates using

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Freshsales

Yoom allows you to integrate with Freshsales' API without any code, enabling you to automate operations via the API. For example, you can register contacts and account information from Freshsales as subscribers in Mailchimp or ActiveCampaign, or automatically create documents such as contracts and quotes using deal information from Freshsales.

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