■Overview
This is a flow that adds a note 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 seamless integration between applications.
■Recommended for
1. Those who manage data using Google Sheets
・Those who centrally manage leads and contact information in Google Sheets
・Those who frequently use Google Sheets for business purposes
2. Those who manage customers using Kommo
・Those who use Kommo for sales activities
・Those who want to streamline the addition of note information to leads and contacts
■Benefits of using this template
Kommo has a feature that allows you to add notes to created leads and contacts.
By adding notes, you can streamline the sharing of lead progress, shared items, and contact communication details.
In this flow, you can add notes to Kommo when a row is added in Google Sheets, streamlining manual editing tasks.
If you frequently use Google Sheets for sales tasks, you can streamline the addition of information to Kommo, preventing input errors and omissions.
Additionally, by integrating with chat tools, you can share notes added to Kommo with team members.
■Notes
・Please integrate Google Sheets and Kommo with Yoom respectively.
・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.
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