Send an SMS with SMSLINK when a Google Sheets record matches the conditions.

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■Overview

This is a flow that sends SMS via SMSLINK when a record in the Salesforce lead object matches certain conditions.

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■Recommended for

1. Those who manage customer or member information using Google Sheets

・Those who want to efficiently approach records that meet specific conditions by automatically sending SMS

・Those who want to reduce the hassle of manual SMS sending and improve response speed to customers

・Those who want to centrally manage Google Sheets data and SMS sending history

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2. Companies that want to strengthen communication with customers

・Those who want to increase touchpoints with customers and enhance engagement

・Those who want to send personalized SMS based on customer behavior and attributes

・Those who want to use SMS to improve customer satisfaction and promote repeat business

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■Benefits of using this template

Google Sheets is a convenient tool for efficiently managing various data such as customer information and inventory management, but there are often cases where quick response and information sharing are needed when records that meet specific conditions occur. However, constantly monitoring Google Sheets and manually sending SMS is cumbersome and poses a risk of missing responses.

By utilizing this flow, SMS is automatically sent using matched records in Google Sheets as a trigger, freeing staff from manual sending tasks. This significantly improves operational efficiency and reduces the risk of human error.

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■Notes

・Please integrate both Google Sheets and SMSLINK with Yoom.

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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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Templates using

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SMS Link

Yoom allows seamless integration with the SMSLINK API without any coding. For example, it enables the automatic distribution of SMS to recipients registered in the database or management system within Yoom.

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