When a new project is registered on the board, record it in a Google Spreadsheet.

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  2. Board
  3. When a new project is registered on the board, record it in a Google Spreadsheet.
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■Overview

This is a flow where a record is registered in a Google Spreadsheet when a new project is registered on the board.

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■Recommended for

1. Sales teams using both board and Google Spreadsheet

・Those who want to eliminate the hassle of manual data entry and streamline lead management

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2. Marketing teams using both board and Google Spreadsheet

・Those who want to manage project information on the board and conduct effectiveness measurement and analysis of marketing strategies for each project in Google Spreadsheet

・Those who want to centrally manage project information and marketing data to improve strategies based on data

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■Benefits of using this template

・When a project is registered on the board, a record is automatically registered in Google Spreadsheet, eliminating the hassle of manual entry and significantly improving work efficiency.

・When a project is registered on the board, a record is immediately registered in Google Spreadsheet, allowing you to always keep the latest information.

・Since project information can be centrally managed with board and Google Spreadsheet, the effort of searching for information is reduced, leading to improved work efficiency.

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■Notes

・Please integrate both board and Google Spreadsheet with Yoom.

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In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
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