When a row is added to Google Sheets, add it to Salesforce as well.

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■Overview

The workflow "Add a row to Google Sheets and also add it to Salesforce" streamlines the task of transferring information.
Automation reduces manual work, thereby minimizing human errors.

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■Recommended for

Those who want information added to Google Sheets to be automatically reflected in Salesforce
Those who want to track data quickly in Salesforce and efficiently advance sales activities
Those who want to reduce errors from manual data entry and maintain accurate information
Those who want to speed up operations by integrating Google Sheets and Salesforce
Those who want to share data with team members through Salesforce and achieve smooth communication

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■Benefits of using this template

Integrating Google Sheets and Salesforce allows for smooth data registration.
This enables new rows added to Google Sheets to be automatically reflected in Salesforce, allowing for quick responses.
By eliminating manual input tasks, work efficiency is improved.

Additionally, reducing the effort of data entry allows employees to focus on other important tasks, thereby increasing productivity.
Furthermore, manual input errors are reduced, maintaining data accuracy.
This integration enhances the quality of work and contributes to improving the overall performance of the organization.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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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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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce