■Overview
This is a flow that deletes tasks 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 using Google Sheets for task management
・Project managers handling multiple projects
・Those organizing tasks and integrating with other tools
2. Those using Close for business
・Those managing sales tasks with Close
・Those looking to enhance the accuracy of task information in Close
■Benefits of using this template
If you are reflecting sales tasks from Google Sheets in Close, deleting tasks can be a hassle.
Delays in deleting unnecessary tasks can lead to other tasks being postponed, resulting in wasted resources.
With this flow, you can delete tasks in Close when a row is updated in Google Sheets, allowing for timely task deletion.
Seamless integration of Google Sheets information into Close enables efficient task organization and prioritization of important tasks.
Additionally, appropriate resource allocation can enhance productivity.
■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.
.avif)
