■Overview
This is a flow that updates contacts in Streak when a row is updated in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Those who manage lead or customer information in Google Sheets
・Those who want to easily sync changes in lead or customer information with other tools
2. Those who use Streak for business
・Those who want to reduce the hassle of manual data entry
・Those who want to quickly share changes in lead or customer information
・Those who want to prevent transcription errors and improve the reliability of sales and customer support
■Benefits of using this template
If there are changes in contact information or office locations, and information sharing with each person in charge is not smooth, there may be deficiencies in response.
By implementing this flow, when lead or customer information is changed in Google Sheets, it is automatically synced to Streak.
This allows sales and customer support representatives to quickly grasp the correct information.
■Notes
・Please integrate Google Sheets and Streak with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.