Update Freshsales account information when a row is updated in Google Sheets.

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■Overview

This is a flow that updates account information in Freshsales when a row is updated in Google Sheets.

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 Sheets for business

・Sales or customer support personnel who manage client company information using Google Sheets

・Those aiming to digitize their sales process while leveraging existing workflows based on Google Sheets

2. Those who use Freshsales for business

・Those who want to reduce manual data entry tasks and focus on sales activities or support operations

・Those who want to improve data management accuracy by preventing human errors

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■Benefits of using this template

By implementing this flow, when client company information is updated in Google Sheets, it is automatically reflected in Freshsales.

This eliminates the need for manual data entry, preventing human errors such as input mistakes or missed updates, and allows you to smoothly share the latest information with team members.

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■Notes

・Please integrate both Google Sheets and Freshsales with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 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.

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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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