When a row is updated in Google Sheets, update the company information in the hot profile.

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■Overview

This is a flow to update company information in Hot Profile 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.

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‍■Recommended for

1. Those who use Google Sheets for business

・Those who manage customer company information with Google Sheets

・Those who want to quickly share update information with team members

2. Those who use Hot Profile for business

・Those who want to reduce the effort required for data updates and improve business efficiency

・Those who want to prevent transcription errors and improve the accuracy of customer information

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■Benefits of using this template

By implementing this flow, you can automatically sync customer company information to Hot Profile when it is updated in Google Sheets.

Since update information is automatically reflected, it reduces the burden of transcription work, prevents input errors and omissions, and allows for smooth sharing of the latest information among stakeholders.

Sales and customer support representatives can efficiently proceed with their tasks based on the shared update information.

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■Notes

・Please integrate 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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