■Overview
This is a flow that creates a note in Keap when a row is added to a Google Spreadsheet.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Spreadsheets
・Those who regularly update Google Spreadsheets but often miss changes
・Those who want to quickly grasp data changes and smoothly proceed with their work
2. Those who use Keap for customer management and sales activities
・Those who manage customer information with Keap but want to avoid the hassle of manually leaving notes
・Those who want to proceed with sales activities more efficiently by automatically adding notes to customer information
■Benefits of using this template
By automatically creating a note in Keap every time a row is added to a Google Spreadsheet, the efficiency of information management is improved.
Since manual input can be omitted, employees can focus on other important tasks.
Additionally, automation reduces input errors and improves data accuracy.
This makes it easier to provide consistent service to customers, enhancing reliability.
Furthermore, quick updates of information enable smooth collaboration across the entire team.
■Notes
・Please connect both Google Spreadsheet and Keap 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.
.avif)
.png)
.png)
