■Overview
This is a flow that adds a record to Google Sheets when an appointment is registered in Calendly.
■Recommended for
1. Those who create and manage appointments with Calendly
・Sales representatives or assistants creating meetings with clients
・Customer service personnel planning and managing webinars
・Recruiters scheduling interviews
・Administrative staff managing schedules using digital tools
2. Those who manage data using Google Sheets
・Personnel from companies with many branches where face-to-face information sharing is difficult
・Administrative staff entering information into data simultaneously with multiple people
・Administrative staff managing data and files using digital tools
3. Those who want to eliminate input effort and automate processes
・Small business owners aiming to reduce manual input and improve efficiency
・Administrative staff handling a large amount of input tasks
・Marketing personnel conducting operations using digital tools
■Benefits of using this template
・Automatically adding records to Google Sheets from Calendly registrations eliminates manual input, leading to improved efficiency.
・Automating registration to Google Sheets prevents omissions, ensuring reliable sales approaches.
・As Google Sheets is updated simultaneously with appointment registration, you can always check the latest information.
・Managing information in Google Sheets enhances transparency and strengthens team collaboration.
・Using Google Sheets allows multiple people to view and edit simultaneously, enabling real-time information sharing.
■Notes
・Please integrate both Calendly and Google Sheets with Yoom.
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