When a prospect is registered in GENIEE SFA/CRM, add it to Google Sheets.

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■Overview

This is a flow to add prospects registered in GENIEE SFA/CRM to Google Sheets.

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■Recommended for

1. Those who use GENIEE SFA/CRM in their work

・Sales representatives utilizing GENIEE SFA/CRM for customer management

・Those using GENIEE SFA/CRM for team task management

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2. Those who organize data using Google Sheets

・Those managing prospect information in Google Sheets

・Those who want to automatically transfer information to Google Sheets

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■Benefits of using this template

GENIEE SFA/CRM is a tool suitable for streamlining sales activities.
However, you may find it cumbersome to add information to Google Sheets each time to delve deeper into prospect information.

This template allows you to automatically add prospect information registered in GENIEE SFA/CRM to Google Sheets.
You can smoothly proceed with your work by analyzing prospects based on the added information.
Additionally, you can quickly check the information in Google Sheets even when you are on the go.

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■Notes

・Please integrate both GENIEE SFA/CRM and Google Sheets with Yoom.

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About the Apps You Use

GENIEE SFA/CRM

At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.

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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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About the apps you use

GENIEE SFA/CRM

At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.

see details

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