When a row is updated in Google Sheets, update the task in Kommo.

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■Overview

This flow updates tasks 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 apps.

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‍■Recommended for

1. Those who use Google Sheets for task management

・Those managing sales tasks

・Those who communicate task updates via chat tools or verbally

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2. Those who use Kommo to advance their work

・Teams that have implemented Kommo to streamline customer management

・Those who want to reflect task updates in a timely manner

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■Benefits of using this template

When using both Google Sheets and Kommo for managing sales tasks, information sharing can be a hassle.
Additionally, if different teams handle sales tasks, there is a risk of work delays due to missed task updates.

With this flow, when a row related to a task is updated in Google Sheets, the task in Kommo can also be automatically updated.
By automating task updates in Kommo, team members can proceed with subsequent tasks smoothly, facilitating efficient business operations.

Moreover, there is no need for communication via chat tools or verbally, allowing for seamless task updates.

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■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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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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Kommo

Yoom allows you to integrate with Kommo's API without any coding, enabling you to automate operations on Kommo via the API. For example, you can connect lead information registered in Kommo to marketing tools like Mailchimp or ActiveCampaign, or automatically create and send contracts and quotes via email when a status is updated in Kommo.

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