■Overview
This is a flow that creates a contact 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 integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business operations
・Those who use Google Spreadsheets for managing lead information
・Those responsible for adding or updating leads
2. Those who use Close for business operations
・Those who conduct follow-ups on leads
・Those who want to perform data entry into Close accurately
■Benefits of using this template
Adding contacts to leads in Close is a cumbersome task.
If there are input errors when adding contacts, it can lead to delays in customer response and missed follow-ups.
With this flow, when a row is added to a Google Spreadsheet, a contact can be created in Close's lead, streamlining the manual data entry process.
It prevents input errors when manually adding contacts based on Google Spreadsheet data, allowing for accurate contact addition.
Additionally, even if there are many contact additions, you can focus on core tasks as no operation in Close is required.
■Notes
・Please integrate both Google Spreadsheet 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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