When a row is added in Google Sheets, create a profile in Klaviyo.

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■Overview

This is a flow that creates a profile in Klaviyo when a row is added to a Google Spreadsheet.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who use Google Spreadsheets for work

・Those who manage lead or customer information in Google Spreadsheets

・Those who want to sync registration information with other tools to aid in marketing or sales activities

2. Those who use Klaviyo for work

・Marketing personnel who send campaign announcement emails via Klaviyo

・Sales personnel who use Klaviyo to approach leads

・Customer support personnel who provide guidance to customers via Klaviyo

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■Benefits of using this template

With this flow, a Klaviyo profile is automatically created based on the information added to Google Spreadsheets.

Automatic data synchronization reduces the workload of personnel and prevents transcription errors.

Additionally, marketing, sales activities, and customer support follow-ups can proceed smoothly.

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■Notes

・Please integrate Yoom with both Google Spreadsheets and Klaviyo.

・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation 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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Klaviyo

Yoom allows you to integrate with Klaviyo's API without any code, enabling you to automate operations on Klaviyo via the API. For example, you can register information submitted through Google Forms or Typeform as profiles in Klaviyo, or automatically log event information in Klaviyo whenever customer information is updated in CRMs like Salesforce or HubSpot.

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