■Overview
This flow adds a task 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 manage tasks using Google Sheets
・Those managing tasks for the entire project
・Those manually distributing tasks by team
2. Those conducting sales activities using Kommo
・Those managing customers with Kommo
・Those who want to streamline task addition by linking Google Sheets with Kommo
■Benefits of using this template
When using both Google Sheets and Kommo for task management, manual transcription is a hassle.
When extracting sales-related tasks from tasks centrally managed in Google Sheets and transcribing them to Kommo, there is a risk of input errors or omissions.
With this flow, you can add tasks to Kommo when a row is added in Google Sheets, streamlining manual work.
You can select specific sheets in Google Sheets, allowing you to add desired tasks to Kommo.
Additionally, it prevents task omissions, enhancing project transparency.
■Notes
・Please connect both Google Sheets and Kommo 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.