When a row is updated in Google Sheets, update the account information in Zoho CRM as well.

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■Overview

This is a flow that updates Zoho CRM account information when a row is updated in Google Sheets.

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■Recommended for‍

1. Those who utilize 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 sharing information within a team as it allows for communication through comments while working.
However, the time spent re-entering updated information from Google Sheets into Zoho CRM can hinder productivity.

This flow is suitable for those who want to reduce manual work as much as possible to increase productivity.
When information in Google Sheets is updated, the registered information in Zoho CRM is automatically edited, saving time spent on manual work.
Additionally, since you can register by quoting the content, it maintains the accuracy of the information.

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■Notes‍

・Please connect both Google Sheets and Zoho CRM 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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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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