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

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■Overview

This flow updates deal 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 applications.

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‍■Recommended for

1. Those who use Google Sheets for business

・Sales representatives managing deal information in Google Sheets

・Those aiming to digitize their sales process starting from Google Sheets

2. Those who use Freshsales for business

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

・Those who aim for accurate data synchronization by preventing errors from manual transcription

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■Benefits of using this template

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

Manual transcription is no longer necessary, preventing human errors such as input mistakes and missed updates, allowing for smooth sharing of the latest information.

It can flexibly respond even if deal details change frequently.

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■Notes

・Please integrate 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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