When a row is added in Google Sheets, create a task in Keap.

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■Overview

This is a flow that creates a task in Keap when a row is added in Google Sheets.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Companies that manage tasks using Google Sheets

・Those who want to streamline task management by transferring task information to other tools

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2. Companies using Keap as a CRM tool

・Those who want to streamline operations by integrating multiple tools

・Those who want to automatically create tasks when new data is added to prevent omissions

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■Benefits of using this template

By integrating Google Sheets with Keap, the creation of tasks is automated.
Those who manually created tasks in Keap every time a new row was added will find their workload reduced.
This will improve work efficiency and increase the time available to focus on important tasks.

Additionally, the likelihood of overlooking tasks is reduced, ensuring they are processed accurately, which improves the precision of operations.

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■Notes

・Please connect both Google Sheets and Keap with Yoom.

・You can choose the trigger interval from 5, 10, 15, 30, 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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Keap

Yoom allows you to integrate with Keap's API without code and automatically perform operations on Keap via the API. For example, you can register lead information stored in Keap as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when the deal status in Keap is updated.

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