When a row is added in Google Sheets, create a lead in Close.

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■Overview

This is a flow that creates a lead in Close 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 apps.

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‍■Recommended for

1. Those who manage information using Google Spreadsheets

・Teams that consolidate lead information in Google Spreadsheets

・Individuals who add new lead information to Google Spreadsheets daily

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2. Those who use Close

・Individuals who transfer lead information based on data from other tools

・Those who want to streamline lead registration and reduce working time

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■Benefits of using this template

If the number of leads you want to add to Close is enormous, manual input may not keep up.
Moreover, input errors or omissions due to manual entry could lead to lost marketing opportunities.

With this flow, you can automate the addition of leads to Close when a row is added to a Google Spreadsheet, eliminating the need for manual input.
If you consolidate lead information in Google Spreadsheets, you can seamlessly add leads to Close, contributing to improved work speed.

Additionally, it enhances the accuracy of data entry, allowing for precise management of lead information.

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■Notes

・Please connect both Google Spreadsheets and Close 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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Close CRM

Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.

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