When a contract agreement is submitted via Google Forms, update the customer status in Notion.

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■Overview

The flow "Update customer status in Notion when contract consent is submitted via Google Forms" is a business workflow that smoothly manages the contract process.

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■Recommended for

Those who collect contract consent information using Google Forms
- Those who want to automate the contract process and reduce manual workload
Team leaders managing customers in Notion
- Those aiming to improve team productivity by automating customer status updates to speed up information sharing

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■Benefits of using this template

By automating the process from collecting contract consent information to updating customer status, the effort required for manual checks and updates is reduced.
It also prevents human input errors and update omissions, supporting accurate customer management.
By linking information from Google Forms to Notion, you can centrally manage customer contract statuses.

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Google Forms

Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

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