When a row is updated in Google Sheets, delete the task in Capsule CRM.

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■Overview

This flow deletes tasks in Capsule CRM when a row is updated in Google Sheets.

With Yoom, you can easily achieve this flow without any programming, allowing seamless integration between apps.

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‍■Recommended for

1. Those who use Google Sheets for business

・Those who manage tasks with Google Sheets

・Those who want to easily sync task information with other tools

・Those who want to prevent missed communication about task cancellations

2. Those who use Capsule CRM for business

・Sales or customer support personnel who track task information in Capsule CRM

・Those who want to reduce the effort of deleting tasks and lighten their workload

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■Benefits of using this template

By implementing this flow, you can automatically delete tasks registered in Capsule CRM simply by updating specific items in Google Sheets.

It is useful for deleting unnecessary tasks due to project cancellations, strategy changes, duplicate registrations, or registration errors.

It helps reduce the burden of confirmation and deletion tasks and prevents forgetting to delete.

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‍■Notes

・Please integrate both Google Sheets and Capsule CRM with Yoom.

・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation 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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Capsule

Yoom allows integration with Capsule CRM without code, enabling automation of Capsule CRM operations via API. For example, information submitted through Google Forms or Typeform can be automatically registered as a Party in Capsule CRM, and Party information registered in Capsule CRM can be automatically linked to marketing tools like Mailchimp or ActiveCampaign.

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