■Overview
When a response is submitted to the Yoom form, the information is added to a Google Spreadsheet, and a notification is sent to Slack.
Customer information can be accumulated and notifications can be sent to chat with just the form responses.
■Preparation
・You need to register (integrate) with the apps you will use in advance. The following is a reference guide for integration.
※There may not be a detailed guide available for apps that can be integrated simply.
https://intercom.help/yoom/ja/collections/3041779
■Spreadsheet used for accumulation (view-only access. Please make a copy if you wish to use it.)
https://docs.google.com/spreadsheets/d/1Q2JlrLF3cEGCIw8nY1aKyKLXpwWfGM5T48d60MurtsE/edit#gid=0
■Creation Method
① Select the form trigger, set the following, and save.
・Each question item: Set the question items such as name, contact information, and product for the application form.
・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※For details on form settings, please refer to this. https://intercom.help/yoom/ja/articles/8009267
② Press the + mark under the trigger, select Google Spreadsheet from the operation to manipulate the database, set the following, and test and save.
・Execution action: Add a record
・Spreadsheet ID: Click the field and select the prepared accumulation spreadsheet from the displayed candidates.
・Sheet name: Click the field and select the target sheet from the displayed candidates.
・Table range: Specify the range including column names. In this example, it is set as A1:F.
・Values of the record to be added: Column names will be displayed, so embed the values obtained in step ① in the appropriate column names as {{○○}}.
(Embedding of output)
※For embedding of output, please refer to this. https://intercom.help/yoom/ja/articles/8223528
※For the definition of the table range in Google Spreadsheet, please refer to this. https://intercom.help/yoom/ja/articles/8703465
③ Press the + mark, select Slack from the operation to integrate with the app, set the following, and test and save.
・Action: Send a message to the channel
・Channel ID to post: Click the field and select the specified channel from the displayed candidates.
・Message: Enter any message. You can also embed the values obtained in step ① as follows.
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An application has been received.
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・Name: {{お名前}}
・Product: {{ご購入したい商品}}
・Question: {{その他ご質問事項}}
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