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

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■Overview

This is a flow that creates a contact in MakeLeaps 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. Companies or sole proprietors using Google Sheets

・Those who manage customer data in Google Sheets and find it cumbersome to manually enter data into other systems

・Those who want to advance automation but don't know where to start

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2. Companies that have implemented MakeLeaps

・Those who use MakeLeaps to create invoices and quotes but find it time-consuming to add new contacts

・Those aiming for efficient centralized management of customer information

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■Benefits of using this template

By linking Google Sheets with MakeLeaps, customer information management is automated.
This eliminates the need for manual data entry, improving operational efficiency.

Additionally, reducing manual tasks decreases input errors, allowing for accurate data management.
Moreover, using an automated flow facilitates smooth information sharing across the team, enabling prompt responses.
As a result, customer satisfaction improves, leading to business expansion.

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■Notes

・Please connect both Google Sheets and MakeLeaps with Yoom.

・You can choose 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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MakeLeaps

Yoom allows you to integrate with MakeLeaps' API without code and automate operations in MakeLeaps. For example, you can automatically create documents such as invoices and quotes in MakeLeaps based on information from CRMs like Salesforce or HubSpot, or automatically register information from kintone or spreadsheets into MakeLeaps.

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