When a row is updated in Google Sheets, update the contact information in Freshsales.

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■Overview

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

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 Sheets for business

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

・Those who aim to digitize their sales process starting from Google Sheets

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

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■Benefits of using this template

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

Eliminating the need for manual transcription prevents human errors such as input mistakes and missed updates, allowing for smooth sharing of the latest information with team members.

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■Notes

・Please integrate both Google Sheets and Freshsales with Yoom.

・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation 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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