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

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■Overview

This is a flow that deletes tasks 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

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

・Those aiming for centralized management of task information

2. Those who use Freshsales for business

・Those who want to reduce the effort of task management 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, when the status in Google Sheets is updated, the task information in Freshsales is automatically deleted.

This prevents human errors such as omissions and mistakes, keeping the task information in Freshsales up-to-date and consistent, and allowing it to be shared within the team.

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■Notes

・Please connect 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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