■Overview
This is a flow that creates a task in Close when a row is added in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who manage tasks using Google Sheets
・Managers who oversee tasks for the entire project
・Those who manually allocate tasks according to the team
2. Those who handle customer interactions using Close
・Those who manage daily customer interactions as tasks
・Those who want to streamline task additions
■Benefits of using this template
When linking tasks managed in Google Sheets to Close for customer management, the manual linking process can be cumbersome.
Additionally, missing task additions can lead to rework or impact project progress.
This flow allows you to add tasks to Close when a row is added in Google Sheets, streamlining the manual linking process.
While managing progress in Google Sheets, you can seamlessly add tasks to Close, eliminating the need for manual operations or input in Close.
By integrating with a chat tool after this flow, you can also share tasks added to Close in a timely manner.
■Notes
・Please integrate both Google Sheets 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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