When a row is updated in Google Sheets, update the contact in Keap.

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■Overview

This is a flow to update contacts in Keap when a row is updated 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 use Google Sheets regularly for data management

・Those who manage data in Google Sheets but find manual updates cumbersome

・Those who want to quickly grasp data updates and proceed with work efficiently

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2. Those who use Keap for customer management and marketing

・Those who manage customer information in Keap but cannot keep up with frequent updates manually

・Those who want to achieve effective marketing by updating customer information accurately and promptly

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■Benefits of using this template

By connecting Google Sheets and Keap, you can streamline contact management.
Simply updating information on Google Sheets will automatically update the contact information in Keap to the latest version.
This eliminates the need for manual data updates, achieving operational efficiency.

Additionally, maintaining data consistency and always sharing the latest information reduces errors due to misinformation.
This enables accurate customer service, contributing to improved customer satisfaction.

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■Notes

・Please connect both Google Sheets and Keap with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, 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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