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

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■Overview

This flow deletes 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 using Google Sheets for lead management

・Those who regularly delete unnecessary leads

・Those who share Google Sheets information within their team

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2. Those using Close for sales activities

・Those who want to accurately delete unnecessary leads

・Those who find syncing with Google Sheets cumbersome

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■Benefits of using this template

If you regularly delete unnecessary leads from Close, there is a concern about mistakenly deleting leads due to operational errors.
Accurate work is necessary as deleting valid leads by mistake can hinder sales activities.

With this flow, you can delete leads in Close when a row is updated in Google Sheets, ensuring accurate deletion operations.
By sharing Google Sheets with team members and updating rows of leads to be deleted, you can prevent the deletion of valid leads.

Additionally, as the consistency of lead information between Google Sheets and Close improves, sales efficiency can also be enhanced.

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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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