Delete a deal in Freshsales when a row is updated in Google Sheets

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■Overview

This is a flow that deletes a deal 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 apps.

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‍■Recommended for

1. Those who use Google Sheets for business

・Sales representatives managing deal data in Google Sheets

・Those considering digitizing their sales process starting from Google Sheets

2. Those who use Freshsales for business

・Those who want to reduce the hassle of data management and focus on sales activities

・Those who want to prevent manual errors and improve data accuracy

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■Benefits of using this template

By implementing this flow, when the status in Google Sheets is updated, the deal information in Freshsales is automatically deleted.

This eliminates the need for manual work, preventing human errors such as omissions and mistakes, keeping Freshsales information up-to-date and shareable within the team.

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■Notes

・Please connect 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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