When a row is added in Google Sheets, create a record in Attio.

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■Overview

This is a flow that creates a record in Attio when a row is added to a Google Spreadsheet.

With Yoom, you can easily achieve this flow without the need for programming, enabling seamless integration between applications.

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‍■Recommended for

1. Those who aggregate information in Google Spreadsheets

・Those who consolidate and manage leads or customer information in Google Spreadsheets

・Those who use Google Spreadsheets regularly to conduct business operations

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2. Those who use Attio as a CRM tool

・Those who find inputting lead or customer information time-consuming

・Those who want to streamline the data transfer process from Google Spreadsheets

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■Benefits of using this template

When aggregating lead information in Google Spreadsheets and registering it in Attio, the manual transfer process can be cumbersome.
Additionally, creating records in Attio involves many input fields, making manual entry time-consuming.

With this flow, a record can be automatically created in Attio when a row is added to a Google Spreadsheet.
You can specify the settings in Google Spreadsheets as desired, allowing you to operate in a way that suits your business needs.

Accurate record creation in Attio prevents data discrepancies between tools.

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■Notes

・Please connect both Google Spreadsheets and Attio with Yoom.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval may vary depending on your 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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Attio

Yoom allows you to integrate with Attio's API without any code, enabling you to automate operations on Attio via the API. For example, you can automatically register lead information acquired from Facebook ads into Attio, or automatically link record information registered in Attio to marketing tools such as Mailchimp or ActiveCampaign.

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