How to integrate Bubble with Sansan and add information registered in Bubble to Sansan

In this article, we will explain how to automatically add information registered in Bubble to Sansan. This can be easily set up without any coding, making it possible to automate tasks even without technical knowledge. By eliminating the hassle of manual data entry, you can focus on more strategic tasks. If you're interested in improving the efficiency of your sales or marketing operations, please take a look. Recommended for: - Those who want to streamline information sharing within sales or marketing teams - Sales representatives who feel challenged by centralized customer information management - Administrators looking to reduce the burden of manual data entry - Those who want to maintain accuracy and consistency in customer data while improving operational efficiency - Company representatives interested in automating workflows through the integration of Bubble and Sansan Benefits and Examples of Bubble and Sansan Integration Benefit 1: Reducing the Burden of Manual Data Entry By automatically linking information registered in Bubble to Sansan, the efficiency of sales representatives is expected to improve. For example, when new customer information obtained during sales activities is entered into Bubble, it is automatically transferred to Sansan and registered in the customer database. This allows sales representatives to focus on building relationships and negotiating with customers without spending time on data entry. Additionally, it prevents human input errors and ensures accurate customer information is always maintained, leading to higher quality sales activities. Benefit 2: Centralization of Customer Information The integration of Bubble and Sansan allows for centralized management of customer information, improving operational efficiency. For example, sales representatives can record interactions with customers in Bubble, and this information is automatically linked to Sansan. This enables the marketing team to quickly grasp customer interests and past purchase histories, allowing for more personalized marketing strategies. Additionally, customer support representatives can immediately check past interactions with customers, enabling smooth support. Benefit 3: Streamlining Data Analysis The integration of Bubble and Sansan allows for effective utilization of accumulated customer data, leading to improved customer satisfaction. For example, by recording customer inquiries in Bubble and linking them with Sansan, you can analyze past inquiry histories and purchase histories comprehensively. This allows for a deeper understanding of customer needs and the ability to propose optimal products or services. Moreover, analyzing customer purchasing patterns can aid in devising new marketing strategies. Now, let's explain how to "Add Information Registered in Bubble to Sansan" using the no-code tool Yoom. [What is Yoom] How to Add Information Registered in Bubble to Sansan By linking Bubble and Sansan, you can achieve efficiency in sales activities. Information registered in Bubble is automatically added to Sansan, eliminating the need for manual data transfer. Typically, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. The flow is broadly divided into the following processes: - Link Bubble and Sansan with My App - Set a trigger to activate when a Thing is created in Bubble - Set up business card data registration in Sansan - Turn on the trigger button First, let's register with Yoom. Yoom offers a 2-week trial, allowing you to actually operate and check the usability.

Step 1: Connect Bubble and Sansan with My App

‍Register My App to connect Bubble and Sansan to Yoom. Registering My App in advance will facilitate smooth automation settings.

Enter the app name to be connected in the box.

Refer to the annotations in the image above to enter the account name, access token, and subdomain, then add them. ■Sansan Settings

Click "My App" in the left column and search for Sansan from "New Connection".

On the "New Sansan Registration" screen, check the red frame and enter the account name and access token. Once completed, click "Add".
※Sansan is an app available only with the Team Plan and Success Plan.
For Free Plan and Mini Plan, errors will occur in Flowbot operations and Data Connect, so please be careful.
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※Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

Refer to the annotations on the new registration screen to fill in all the blanks and click Add.
This completes the My App registration.

Next, copy the template to My Project and create a Flowbot.
If not yet copied, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in. Step 2: Set up a trigger to activate when a Thing is created in Bubble ‍From here, we will edit the Flowbot. Click on the Bubble icon "When a Thing is created". Check for any errors in the account information to be linked, and after entering the necessary items, click "Next". Let's set the activation interval.
The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan. Set the data type. When retrieving values, you need to use JSONPath.
For details, please check from this link.
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Once the setup is complete, press the "Test" button, and if it shows success, click save to complete.‍ Step 3: Set up to register business card data in Sansan
Click on the Sansan icon "Register business card data". Check for any errors in the account information to be linked, and after entering the necessary items, click "Next". On the "API Connection Settings" screen, select from the data (output) returned by the system for the necessary items.
※ Here, select "Creation Date" as the data returned by the system for the "Business Card Exchange Date" item.

Once the selection is complete, click "Test" at the bottom and then click "Save". Step 4: Turn the trigger button ON
When the Flowbot creation is complete, a display like the above will appear. The trigger is initially set to OFF, so turn it ON.

Template used this time
‍Add information registered in Bubble to Sansan

Other Automation Examples Using Bubble and Sansan

‍There are many examples of automation using Bubble at Yoom, so here are a few.

‍1. Add to Google Spreadsheet when a Thing is registered in Bubble
Information is added to Google Spreadsheet in a timely manner, allowing you to proceed with the information while checking the latest updates.

2. Notify LINE WORKS when a Thing is created in Bubble
Team members no longer need to perform confirmation or notification tasks, leading to improved work efficiency. Additionally, the risk of human error is reduced, enabling faster and more accurate information sharing.

3. Add information registered in kintone to Bubble
When information is registered in a kintone record, it can be automatically added to Bubble, reducing the burden of manual input each time and improving data accuracy.

Summary

Integrating Bubble with Sansan dramatically transforms sales and marketing operations. By importing Sansan's customer information into Bubble, centralization is achieved. This allows sales representatives to provide detailed responses tailored to each customer, potentially increasing the conversion rate. Additionally, it prevents manual errors by eliminating duplicate data and automating information updates, significantly improving operational efficiency. The integration can be done easily without code, making it accessible even without specialized technical knowledge.