When a row is added in Google Sheets, register the business card information in the hot profile.

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■Overview

This is a flow for registering business card information in Hot Profile when a row is added in Google Sheets.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.

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‍■Recommended for

1. Those who use Google Sheets for business

・Those who consolidate and manage business card information in Google Sheets

・Back office personnel who want to quickly share business card information with sales representatives

・Those aiming to improve operational efficiency related to business card management

2. Those who use Hot Profile for business

・Those aiming to reduce the effort required for data entry and improve operational efficiency

・Those who want to prevent input errors and omissions in business card data registration

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■Benefits of using this template

By implementing this flow, new business card information added to Google Sheets can be automatically synchronized with Hot Profile.

It reduces the time spent on manual registration and prevents transcription errors and omissions, maintaining data quality and consistency.

Personnel can smoothly proceed with sales activities, marketing, and customer support based on the automatically registered business card information.

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■Notes

・Please integrate both Google Sheets and Hot Profile with Yoom.

・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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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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Templates using

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Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

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