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

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■Overview

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

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Those who use Google Sheets for data management

・Those who consolidate information for sales activities

・Those who utilize Google Sheets data in other tools

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2. Those who use Attio to advance their work

・Sales teams managing lead and deal progress

・Those using Attio for contact management in marketing

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■Benefits of using this template

Attio's advantage is its ability to centrally manage customer and lead information.
Additionally, Attio allows you to add various information as entries, which helps in organizing and tracking data.

In this flow, when a row is added in Google Sheets, an entry is automatically created in Attio, streamlining management tasks.
By integrating with Google Sheets, you can efficiently manage the creation of entries in Attio, preventing duplicate entries and input errors, thereby enhancing the accuracy of management tasks.

Manual data entry into Attio is no longer necessary, reducing labor hours and allowing you to focus on important tasks.

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■Notes

・Please integrate Yoom with both Google Sheets and Attio.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval may vary 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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