■Overview
This is a flow that adds a tag to an entity in 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 apps.
■Recommended for
1. Those who use Google Sheets for their work
・Those who use Google Sheets for progress management
・Those who want to streamline the addition of entities to Kommo
2. Those who use Kommo for their work
・Those who manage sales processes
・Those who want to track sales process progress in a timely manner
■Benefits of using this template
When managing sales process progress, adding entities to Kommo contributes to increased productivity.
Additionally, when working with different teams, integrating Google Sheets with Kommo allows for more efficient operations.
In this flow, when a row is added to Google Sheets, a tag can be added to an entity in Kommo, streamlining progress sharing between different teams.
Entities can be added to leads or contacts, allowing for quick reflection of information added to Google Sheets.
Each team can check the latest progress in a timely manner, preventing oversights and human errors due to manual input.
■Notes
・Please integrate 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.
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