■Overview
This flow updates contacts 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 applications.
■Recommended for
1. Those who use Google Sheets
・Those who centrally manage customer information
・Those who transfer information from Google Sheets to other tools for synchronization
2. Those who use Close for sales activities
・Those who utilize Close information in negotiations and customer communications
・Those who want to accurately update contacts in Close
■Benefits of using this template
Updating contacts in Close is crucial for maintaining up-to-date customer information.
However, if there is a delay in updating contacts when there is a change in the person in charge, there is a risk of contacting customers with incorrect information, which can undermine their trust.
With this flow, you can automate the updating of contacts in Close when a row is updated in Google Sheets, allowing for timely updates.
By automating contact updates, you can keep Close information always up-to-date, enabling accurate data management.
Additionally, by integrating with chat tools, you can notify any member of contact updates, making information sharing faster.
■Notes
・Please integrate Yoom with both Google Sheets and Close.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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