■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.
■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
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
■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.
■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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