When a row is added in Google Sheets, register the business card data in Sansan.

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■Overview

This is a flow to register business card data in Sansan when a row is added to a Google Spreadsheet.

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■Recommended for

1. Those who organize data in Google Spreadsheets

・Data managers who accumulate information in Google Spreadsheets as needed

・Sales representatives who centrally manage customer lists

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2. Those who consolidate customer data in Sansan

・Sales department personnel who digitize business card information in Sansan

・HR personnel who build relationships with companies based on Sansan data

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■Benefits of using this template

Sansan is a tool suitable for centralized management of customer data.
However, manually entering customer data into Sansan each time is inefficient and time-consuming.

With this template, you can automatically register business card data in Sansan by adding information to a Google Spreadsheet.
Even if there are many opportunities for exchanging business cards, you can efficiently digitize business card information by entering it into the Google Spreadsheet each time, which will automatically register it in Sansan.

By integrating with communication tools, you can notify specific members after business card information is registered in Sansan, enabling speedy information sharing.

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■Notes

・Please integrate both Google Spreadsheets and Sansan with Yoom.

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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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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Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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