Create customer information in CallConnect when information is added to Google Sheets.

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■Overview

This is a flow to create customer information in CallConnect when information is added to a Google Spreadsheet.

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■Recommended for

1. Those who manage data using Google Spreadsheets

・Those who manage customer information using Google Spreadsheets

・Teams that use Google Spreadsheets for collaborative editing

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2. Those who utilize CallConnect in their business

・Those who want to add information from Google Spreadsheets to CallConnect

・Sales departments utilizing CallConnect

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■Benefits of using this template

CallConnect allows you to manage call content and recording data by customer, which is an advantage.
However, manually registering customer information each time is inefficient and time-consuming.

This template allows you to automatically add customer information added to Google Spreadsheets to CallConnect.
Since registration to CallConnect can be done quickly, it reduces manual work and improves operational efficiency.

Additionally, by notifying specific members through communication tools after adding customer information, it is also possible to smoothly share customer information.

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■Notes

・Please integrate both Google Spreadsheets and CallConnect 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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Call Connect

Yoom integrates with CallConnect's API without code, connecting CallConnect with various SaaS tools. For example, when a call is completed in CallConnect, it is possible to register call information in CRM tools like Salesforce or kintone, or when a call is received in CallConnect, to send notifications to chat tools like Slack or Chatwork.

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