When a row is added in Google Sheets, create a contact in Keap.

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■Overview

This is a flow where a contact is created in Keap when a row is added in Google Sheets.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who manage data using Google Sheets

・Those who use Google Sheets in their daily work and want to improve work efficiency through automation

・Those who want to smoothly integrate with other tools when new data is added

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2. Those who use Keap for customer management and marketing automation

・Those who want to streamline contact registration in Keap but find manual work time-consuming

・Those who want to automatically register in Keap when contact information is entered in Google Sheets

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■Benefits of using this template

By utilizing the automation flow of creating a contact in Keap when a row is added in Google Sheets, there are many benefits.
First, it saves time by eliminating the need to manually add contacts to Keap.
This increases the time available to focus on other important tasks.

Additionally, it reduces the risk of manual input errors, improving data accuracy.
Furthermore, this automation allows new contact information to be reflected quickly, enabling smooth sales activities and efficient customer response.

Overall, it leads to improved work efficiency, reduced errors, and quick response, enhancing team productivity and customer satisfaction.

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■Notes

・Please connect both Google Sheets 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.

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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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Keap

Yoom allows you to integrate with Keap's API without code and automatically perform operations on Keap via the API. For example, you can register lead information stored in Keap as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when the deal status in Keap is updated.

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