■Overview
This is a flow that deletes tasks in Keap when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who want to improve work efficiency by automatically deleting related tasks when data in Google Sheets is changed
2. Companies using Keap as a CRM tool
・Those who use Keap daily for customer management but find task updates cumbersome
・Those who want to streamline task management by linking Google Sheets with Keap
■Benefits of using this template
There are several benefits to automatically deleting Keap tasks whenever a row is updated in Google Sheets.
First, it eliminates the need for manual task deletion, saving time and effort.
This allows you to focus on other important tasks, improving work efficiency.
Additionally, automation prevents human errors such as forgetting to delete or incorrectly deleting tasks.
As a result, task management becomes accurate and swift, making it easier to track project progress and enhancing team productivity.
■Notes
・Please connect both Google Sheets and Keap with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
.avif)
