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

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■Overview

This is a flow that creates a comment in Attio when a row is added in Google Sheets.

With Yoom, you can connect apps without programming, making it easy to implement this flow.

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‍■Recommended for

1. Those who manage information using Google Sheets

・Those who centrally manage customer information

・Those who manually link managed information to other tools

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2. Those who use Attio for their work

・Sales representatives who manage customers with Attio

・Those who want to automatically reflect Google Sheets information in Attio

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■Benefits of using this template

Adding comments in Attio allows you to add any comments to records, which is useful for sharing information within the team.
However, manual addition is required, and if comments are not added in a timely manner, there is a risk that work will proceed with outdated information.

With this flow, you can create comments in Attio when a row is added in Google Sheets, thus streamlining the manual addition process.
The added comments can be listed and checked in Google Sheets, allowing you to quickly confirm any omissions in reflection to Attio.

Additionally, there is no need to re-reflect the content entered in Google Sheets into Attio, which can reduce work time.

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■Notes

・Please connect both Google Sheets and Attio 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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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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