■Overview
This flow involves searching for corporate information in gBizINFO (gbiz_info) and adding the results to Google Sheets (google_sheets) whenever a record is created in the Yoom database.
■Recommended for
1. Those who need to manage and process forms for client companies
・Sales assistants and accounting personnel
・Administrative staff and office managers
2. Representatives of companies sharing information via Google Sheets
・Sales department personnel managing numerical targets for each customer
・Personnel from the headquarters of companies with many branches
・Professionals such as social insurance labor consultants and tax accountants with advisory contracts
3. Those who need to know the corporate number of client companies
・Accounting personnel creating invoices
・Sales assistants involved in contract creation
・Administrative staff and office managers
・Professionals such as tax accountants entrusted with tax filing
■Benefits of using this template
・Automatically obtaining corporate information triggered by the registration of corporate numbers in the database can reduce manual effort and improve work efficiency.
・Automatically adding search results to Google Sheets can enhance the accuracy of information in Google Sheets.
・Prevents manual input errors and transcription errors into the database, maintaining data accuracy.
・Since the gbizINFO database is constantly updated with the latest information, the corporate information obtained is always up-to-date.
■Notes
・Please integrate Yoom with both gbizINFO and Google Sheets.
・Refer to the following for how to integrate the Yoom database with Google Sheets.
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