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

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■Overview

This is a flow to update deals 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 deal information in Google Sheets

・Those who want to quickly share updated 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 deal information

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■Benefits of using this template

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

Changes in transaction details and deal progress information are automatically reflected, reducing the burden of transcription work, preventing input errors and omissions, and allowing for smooth sharing of the latest information among stakeholders.

Sales representatives and team leaders can efficiently proceed with sales activities and management tasks based on the shared updated information.

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■Notes

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

・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.

Related apps

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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