When a row is added in Google Sheets, create a box in Streak.

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■Overview

This is a flow that creates a box in Streak when a row is added in Google Sheets.

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

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‍■Recommended for

1. Those who use Google Sheets for business

・Those who consolidate project information in Google Sheets

・Those who want to synchronize project information registered in Google Sheets across multiple tools

2. Those who use Streak for business

・Those who want to reduce the effort of data entry

・Those who want to prevent data transcription errors and improve the reliability of sales and customer support

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■Benefits of using this template

By implementing this flow, you can automatically create a box in Streak when new projects are registered in Google Sheets.

This eliminates the need to manually transcribe project summaries and person-in-charge information, allowing the person in charge to smoothly start sales activities.
Additionally, by preventing human errors such as input mistakes and registration omissions, it leads to improved accuracy in sales and customer support.

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■Notes

・Please integrate both Google Sheets and Streak with Yoom.

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

・Please note that the shortest activation 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.

Related apps

Templates using

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Streak

Yoom allows you to integrate with the Streak API without code and automate operations on Streak via the API. For example, you can register lead information acquired from Facebook ads into Streak or automatically link contact information registered in Streak to Mailchimp or ActiveCampaign.

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