■Overview
This is a flow to delete notes in Keap when a row is updated in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Google Sheets regularly
・Those who manage or share data using Google Sheets but find manual updates cumbersome
・Those who want to automate row updates to improve work efficiency
2. People who manage business processes using Keap
・Those who use Keap for customer and task management and want to streamline note management
・Those who want to reduce manual work and increase business process efficiency by integrating Google Sheets with Keap
■Benefits of using this template
By integrating Google Sheets and Keap, updates in Google Sheets are directly reflected in Keap, automating note deletion.
This eliminates the need to manage unnecessary notes and prevents manual operation errors.
Additionally, by utilizing this automated flow, you can maintain up-to-date information.
Accurate sharing of information among members strengthens collaboration and facilitates smooth operations.
This also improves response speed to customers, contributing to increased customer satisfaction.
■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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