When a row is added in Google Sheets, add company information to Kommo.

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■Overview

This is a flow to add company information to Kommo when a row is added in Google Sheets.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who manage collected data using Google Sheets

・Those who accumulate customer company information daily

・Teams that collaboratively edit Google Sheets to proceed with tasks

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2. Those who manage customer information using Kommo

・Those who manage company information in Kommo

・Those who want to streamline manual data entry into Kommo

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■Benefits of using this template

When collecting company information using Google Sheets and adding it to Kommo as needed, there is a risk of input errors due to manual work.
Additionally, adding information to Kommo requires switching between apps or screens, which is inefficient.

With this flow, when a row is added in Google Sheets, company information can be added to Kommo, preventing input errors.
Since operations can be performed from a specific sheet in Google Sheets, it is possible to streamline the process of adding information to Kommo.

Accurate information addition enhances the accuracy of sales activities and customer management, allowing for smoother business processes.

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■Notes

・Please integrate Google Sheets and Kommo with Yoom respectively.

・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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Kommo

Yoom allows you to integrate with Kommo's API without any coding, enabling you to automate operations on Kommo via the API. For example, you can connect lead information registered in Kommo to marketing tools like Mailchimp or ActiveCampaign, or automatically create and send contracts and quotes via email when a status is updated in Kommo.

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