When customer information is updated in Google Sheets, delete the information in CallConnect.

■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 information using Google Spreadsheets

・Sales representatives who centrally manage customer information

・Those who accumulate necessary data for sales activities in Google Spreadsheets as needed

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2. Those who operate CallConnect

・Those who want to maintain data consistency between Google Spreadsheets and CallConnect

・Those who want to streamline work by integrating data from Google Spreadsheets

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■Benefits of using this template

If you use both Google Spreadsheets and CallConnect for managing customer information, you may find it cumbersome to update both tools.
This template allows you to delete customer information from CallConnect based on updates in Google Spreadsheets.

By keeping CallConnect up-to-date, team members can always use accurate customer information, allowing for efficient work progress.
By integrating with communication tools after this flow, outdated customer information can be shared, unifying the team's understanding.

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■Notes

・Please integrate both Google Spreadsheets and CallConnect with Yoom.