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

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■Overview

This is a flow that updates task 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

・Members of sales teams who manage task information in Google Sheets

・Those who want to quickly reflect updated 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, task information updated in Google Sheets is automatically reflected in Freshsales.

Manual data entry is no longer necessary, preventing human errors such as input mistakes and missed updates.

It allows for smooth sharing of the latest information with team members, leading to faster task execution.

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■Notes

・Please integrate both Google Sheets 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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