■Overview
This is a flow to update contacts in Kommo when a row is updated 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 customer contacts using Google Sheets
・Those who use Google Sheets for managing customer information
・Those who share Google Sheets with team members to proceed with tasks
2. Those who use Kommo as a CRM tool
・Those who centrally manage customer information with Kommo
・Those who want to streamline information sharing by integrating with Google Sheets
■Benefits of using this template
When different teams manage customer contacts using different tools, there is a risk of inconsistencies.
Inconsistencies can lead to communication errors with customers or contacting the wrong person, risking the loss of customer trust.
With this flow, when a row with customer contact information is updated in Google Sheets, the contact in Kommo is automatically updated as well.
This ensures consistency between Google Sheets and Kommo contacts, allowing for accurate customer interactions.
Additionally, it prevents manual input errors and missed updates, thus streamlining the data update process each time.
■Notes
・Please integrate 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.
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