■Overview
This is a flow that updates tasks in Keap when a row is updated in Google Sheets.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using Google Sheets for data management
・Those who manage data with Google Sheets but find manual task updates cumbersome
・Those seeking a system where related tasks are automatically updated whenever data changes
2. Those using Keap for customer and task management
・Those managing customers with Keap but find data integration with Google Sheets time-consuming
■Benefits of using this template
By linking Google Sheets with Keap tasks, updated task information is quickly reflected.
This ensures that the latest information is reflected in Keap, streamlining task management.
There's no need to manually track changes, reducing errors and enabling accurate data management.
Additionally, with automated task updates, there's no worry about missing important tasks.
Moreover, smooth information sharing between Google Sheets and Keap enhances team communication, facilitating seamless project progress.
■Notes
・Please connect both Google Sheets and Keap with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.