■Overview
This is a flow that creates a note in Attio when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who centrally manage information using Google Spreadsheets
・Those who manage information related to leads
・Those who use Google Spreadsheets for daily tasks
2. Those who use Attio for customer management
・Sales representatives who manage the progress of negotiations
・Those who manage lead information in both Google Spreadsheets and Attio
■Benefits of using this template
By creating notes in Attio for notes added to Google Spreadsheets, information sharing among team members becomes smoother.
However, manually creating notes can lead to input errors or omissions, and you might find the task cumbersome each time.
With this flow, when a row is added to a Google Spreadsheet, a note is automatically created in Attio, streamlining manual tasks.
If you centrally manage lead information in Google Spreadsheets, you can create notes in Attio as needed, preventing manual input errors and omissions.
Additionally, by integrating with chat tools, you can notify specific members of notes created in Attio.
■Notes
・Please integrate Yoom with both Google Spreadsheets and Attio.
・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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