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

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■Overview

This flow creates a task 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 applications.

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‍■Recommended for

1. Those who use Google Spreadsheets for business

・Sales representatives managing task information in Google Spreadsheets

・Those who want to reflect registered task information in other tools

2. Those who use Freshsales for business

・Those who want to reduce manual data entry and focus on sales activities

・Those who want to prevent human errors and improve the accuracy of task management

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■Benefits of using this template

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

It prevents human errors such as input mistakes, registration omissions, and duplicate registrations, while enabling smooth sharing and execution of tasks.

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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 may vary 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.

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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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