Create an account in Zoho CRM when a row is added in Google Sheets.

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■Overview

This is a flow for creating a new account in Zoho CRM when a row is added in Google Sheets.

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■Recommended for‍

1. Those who use Google Sheets for business

・Sales assistants managing information

・Field workers who want to quickly reflect information from customers

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2. Companies managing transactions using Zoho CRM

・Administrative staff using it for customer management

・Sales managers using it to track project progress

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■Benefits of using this template

Google Sheets is an effective tool for quick information sharing as the added content is immediately reflected.
However, manually re-entering the information added to Google Sheets into Zoho CRM can decrease work efficiency.

This flow is suitable for those who want to reduce manual entry to improve work efficiency.
When a row is added in Google Sheets, the content is automatically referenced and an account is added in Zoho CRM, eliminating manual work.
Additionally, it maintains the accuracy of the information by reflecting the referenced content.

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■Notes‍

・Please integrate Google Sheets and Zoho CRM with Yoom respectively.

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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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Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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