When a row is updated in Google Sheets, update the task in Capsule CRM.

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■Overview

This is a flow that updates tasks in Capsule CRM when a row is updated 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 manage task information in Google Sheets

・Those who want to easily sync task information changes and progress with other tools used by team members

2. Those who use Capsule CRM for business

・Those who want to reduce the hassle of manually transcribing task information

・Those who want to quickly share task update information

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

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■Benefits of using this template

With this flow, task information in Google Sheets is automatically synced to Capsule CRM when updated.

When there are changes to the content or deadline of a task, the data is reflected without manual input, reducing the burden on sales and customer support representatives.

It allows for smooth sharing of task update information and prevents error risks such as input mistakes and update omissions.

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■Notes

・Please integrate both Google Sheets and Capsule CRM with Yoom.

・The trigger can be set to activate at intervals of 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.

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Templates using

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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.

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