■Overview
This is a flow that updates a task 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 integration between apps.
■Recommended for
1. Those who manage tasks using Google Sheets
・Managers who oversee task management for the entire project
・Those who manually distribute and update tasks in other tools
2. Those who use Close for business
・Those who manage tasks in sales activities using Close
・Those who want to timely track updates of tasks managed in Google Sheets
■Benefits of using this template
If you are distributing tasks managed in Google Sheets to Close, adding and updating tasks each time can be cumbersome.
If task updates in Close are delayed, there is a risk of losing business opportunities due to inadequate follow-up with clients.
With this flow, you can update tasks in Close when a row is updated in Google Sheets, allowing for timely task updates.
You can maintain consistency between task information in Google Sheets and Close, reducing the impact of update delays on business operations.
It also prevents omissions due to manual updates, allowing for accurate management of task omissions and priorities.
■Notes
・Please integrate both Google Sheets and Close with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
.avif)
.png)
.png)
