When a row is added in Google Sheets, create a project in Capsule CRM.

Try this Template

No items found.

■Overview

This is a flow that creates a project in Capsule CRM when a row is added to a Google Spreadsheet.

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

‍

‍■Recommended for

1. Those who use Google Spreadsheets for business

・Those who consolidate and manage project information in Google Spreadsheets

・Those who want to sync project information registered in Google Spreadsheets with other tools

2. Those who use Capsule CRM for business

・Those who aim to reduce the effort of data entry and improve the efficiency of sales and customer support

・Those who want to prevent data entry errors and omissions

‍

■Benefits of using this template

By implementing this flow, you can automatically create a project in Capsule CRM when a new project is registered in Google Spreadsheets.

Since manual data entry of project information is no longer necessary, the person in charge can smoothly start sales activities or customer support.
Additionally, preventing human errors can lead to improved accuracy in sales and customer support.

‍

■Notes

・Please integrate both Google Spreadsheets and Capsule CRM 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.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record the contents of the inquiry form in a Google Spreadsheet.

The content submitted through the inquiry form will be recorded in a spreadsheet, and a reply email will be sent automatically. The spreadsheet can include not only the inquiry details but also the reception date and time, as well as the sender's information.‍

See details

Read business card data using AI-OCR and store it in Google Sheets.

When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card, stores it in a Google Spreadsheet, and sets up a workflow to automatically send an email to the specified recipients.‍

See details

When a schedule is added to Google Sheets, register it in Google Calendar as well.

When an event is added to Google Sheets, this flow retrieves that information and registers the event in Google Calendar as well. By adding information to Google Calendar along with the registration in Google Sheets, it reduces manual operations and prevents missing information additions.

See details

When employee information is added to Google Sheets, register it in HRMOS.

This is a flow for registering employee information in HRMOS when it is added to Google Sheets. By using the registered employee information to register in HRMOS, it reduces manual time. Additionally, using the quoted content prevents human error.‍

See details

When there is a response to the form, add the information to a Google Spreadsheet and send a notification on LINE.

When there is a response to the inquiry form, the information will be added to a Google Spreadsheet and a notification will be sent to the LINE chat room.‍

See details

Add a record to kintone when a row is added in Google Sheets.

This is a flow where a record is added to kintone when a row is added in Google Sheets. Once information is added, the registration to kintone can also be automatically completed based on the added content, eliminating the need for manual input and ensuring the accuracy of the content.‍

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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

View all related templates

Capsule

Yoom allows integration with Capsule CRM without code, enabling automation of Capsule CRM operations via API. For example, information submitted through Google Forms or Typeform can be automatically registered as a Party in Capsule CRM, and Party information registered in Capsule CRM can be automatically linked to marketing tools like Mailchimp or ActiveCampaign.

Related apps