■Overview
This is a flow that updates company information 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 with 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
By registering customer information in Google Sheets and adding that information to Kommo, it can be used during negotiations and contracts.
However, if there are changes in company information, it is necessary to update the data in both Google Sheets and Kommo, which can be time-consuming and cumbersome.
With this flow, when a row with company information is updated in Google Sheets, the update to Kommo can also be automated.
By automating the information update in Kommo, you can prevent input errors and omissions, allowing for accurate management of company information.
Additionally, by simplifying customer management tasks, each team can access the same up-to-date information, contributing to increased productivity.
■Notes
・Please integrate both Google Sheets and Kommo with Yoom.
・The trigger interval can be selected 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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