Create a client in Mazrica when a row is added in Google Sheets.

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■Overview

This is a flow for creating a client in Mazrica 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. Those conducting sales activities using Mazrica

・Sales representatives who keep track of each project's status

・Team leaders managing project progress

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■Benefits of using this template

Google Sheets allows for immediate reflection of additional information, facilitating smooth information sharing within the team.
However, manually re-entering the added information into Mazrica can increase the risk of errors.

This flow is suitable for those who want to prevent human errors from manual work.
By using the addition of information in Google Sheets as a trigger, it creates a client in Mazrica based on the referenced information, preventing input errors and maintaining information accuracy.
Additionally, registration in Mazrica is completed immediately after adding a row in Google Sheets, reducing the time spent on tasks.
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■Notes‍

・Please integrate Yoom with both Google Sheets and Mazrica.

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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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Mazrica Sales Tech

In Yoom, you can utilize Mazrica's API without any coding. It is possible to link Mazrica's information with various SaaS or automate the registration of information to Mazrica. Additionally, you can automatically sync Mazrica's information to Yoom's database and use it for various purposes.

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