■Overview
This is a flow that adds a lead to Kommo when a row is added in Google Sheets.
With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for
1. Those who frequently use Google Sheets
・Those who organize temporary information using Google Sheets
・Those who utilize Google Sheets for information sharing among teams
2. Those who use Kommo
・Those who centrally manage lead information
・Those who want to accurately add lead information to Kommo
■Benefits of using this template
When organizing lead information using Google Sheets and manually registering it to Kommo, the transcription work each time is cumbersome.
Additionally, in cases where lead information collected from forms is recorded in Google Sheets, manual work occurs, taking time.
With this flow, when a row is added to Google Sheets, lead information can be added to Kommo, streamlining the lead addition process.
It prevents errors in input information and omissions in lead registration due to manual work, thus preventing information oversight and loss of business opportunities.
By automating lead addition to Kommo, lead management can be streamlined, making business operations smoother.
■Notes
・Please connect both Google Sheets and Kommo 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.