When a row is updated in Google Sheets, update the Close lead.

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■Overview

This is a flow to update leads in Close 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.

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‍■Recommended for

1. Those managing leads with Google Sheets

・Sales project managers

・Those using Google Sheets for temporary lead management

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2. Those using Close in their work

・Those utilizing Close for customer lead tracking

・Those who want to update leads accurately

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■Benefits of using this template

When managing leads in both Google Sheets and Close, data entry becomes redundant and inefficient.
Additionally, manually updating leads can cause time lags, resulting in delayed updates.

With this flow, when a row is updated in Google Sheets, the lead in Close can also be updated, streamlining the update process.
This maintains lead consistency between tools, ensuring that the latest information is always added to Close in a timely manner, making lead management smoother.

Moreover, it prevents missed updates to Close, reducing the risk of delayed customer responses or lost business opportunities.

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■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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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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Close CRM

Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.

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