How to integrate GENIEE SFA/CRM with JUST.DB to add company information to JUST.DB when it is registered in GENIEE SFA/CRM

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Are you struggling with issues such as duplicate data entry or data discrepancies when using multiple systems? One way to solve these problems is through system integration.
By integrating the sales support tool "GENIEE SFA/CRM" with the information management tool "JUST.DB," you can address these challenges and improve operational efficiency.
This article provides a detailed explanation of how to automatically add company information to JUST.DB when it is registered in GENIEE SFA/CRM.

Recommended for

Those using GENIEE SFA/CRM and JUST.DB who want to eliminate the hassle of double data entry
Those who want to smoothly share information between departments and prevent data discrepancies or errors
Sales and marketing personnel who want to quickly search for necessary data and make speedy decisions

Benefits and Examples of Integrating GENIEE SFA/CRM with JUST.DB

Benefit 1: Reduce Data Entry Effort and Achieve Operational Efficiency

By integrating GENIEE SFA/CRM with JUST.DB, you can reduce the effort of double data entry.
For example, when a sales representative registers new customer information in GENIEE SFA/CRM, that information is automatically reflected in JUST.DB. This automation reduces the effort of entering the same information into another system and minimizes the risk of input errors.
For instance, if a sales representative registers customer information in GENIEE SFA/CRM from the field using a smartphone, it is reflected in real-time in JUST.DB, reducing the manual input burden on office staff.
This kind of automation through integration is expected to boost overall productivity within the company.

Benefit 2: Improve Information Accuracy through Centralized Data Management

By linking customer and company information managed in GENIEE SFA/CRM with JUST.DB, the information is synchronized in real-time.
This mechanism ensures that the most up-to-date and accurate data is always displayed, regardless of which system you check.
For example, if you change a customer's contact information in GENIEE SFA/CRM, that change is immediately reflected in JUST.DB, preventing information discrepancies.
Furthermore, achieving centralized information management facilitates smooth collaboration between departments, allowing different departments like sales and marketing to work based on the same data, reducing verification tasks and communication errors.

Benefit 3: Enable Quick Decision-Making with Enhanced Searchability

By utilizing JUST.DB's advanced search functionality and integrating data with GENIEE SFA/CRM, you can quickly retrieve necessary company information.
For example, if you want to search for customer information belonging to a specific industry or area, you can quickly extract it using JUST.DB's search functionality based on the data registered in GENIEE SFA/CRM.
Additionally, since you can centrally confirm past transaction histories and details of interactions with customers, sales representatives can efficiently prepare for negotiations and strategy planning.
Simple information searches directly contribute to speeding up decision-making.

Now, let's explain how to use the no-code tool Yoom to add company information to JUST.DB when it is registered in GENIEE SFA/CRM.

[What is Yoom]

How to Add Company Information to JUST.DB When Registered in GENIEE SFA/CRM

When company information is registered in GENIEE SFA/CRM, it is automatically reflected in JUST.DB. Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow is broadly created through the following processes:

Registering My Apps for GENIEE SFA/CRM and JUST.DB
Setting up integration for when company information is created in GENIEE SFA/CRM
Inserting records by integrating with JUST.DB

If you haven't used Yoom yet, please register for free here.

If you are already using Yoom, please log in.

Step 1: Connect GENIEE SFA/CRM and JUST.DB with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click GENIEE SFA/CRM.
(3) On the "New Registration for GENIEE SFA/CRM" screen, check the red frame, enter the account name and access token, and click "Add".

(4) Next, connect JUST.DB. Similarly, click JUST.DB from the list of new connections in Yoom.
(5) On the "New Registration for JUST.DB" screen, check the red frame, enter the account name and access token, and click "Add".

Once the connection is complete, GENIEE SFA/CRM and JUST.DB will be registered in My Apps on Yoom.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Set up when company information is created in connection with GENIEE SFA/CRM

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When company information is created" in the app trigger.

(2) From the "Select Integration Account and Action" screen of GENIEE SFA/CRM, check if there are any errors in the account information linked with GENIEE SFA/CRM, keep the trigger action as "When company information is created," and click "Next."

(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the management screen of GENIEE SFA/CRM.
Once the setup is complete, click "Test," and if no errors occur, click "Save" at the bottom.
For detailed setup instructions, please refer to the following site.‍

How to set up app triggers for GENIEE SFA/CRM

Step 3: Insert records by integrating with JUST.DB

(1) Next, integrate with JUST.DB to insert records.
Click "Insert Record."

(2) From the "Select Integration Account and Action" screen of JUST.DB, check if there are any errors in the account information linked with JUST.DB, keep the action as "Insert Record," and click "Next."

(3) From the "API Connection Settings" screen, check the red line and enter the domain and table identifier.

Scroll down, check the red line, and enter the field identifier.
You can reference GENIEE SFA/CRM information by selecting values from the output.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flow bot to "Add to JUST.DB when company information is registered in GENIEE SFA/CRM."

Other Automation Examples Using GENIEE SFA/CRM

At Yoom, there are other examples of automation using GENIEE SFA/CRM, and we would like to introduce a few of them.

1. Add Prospects Registered in GENIEE SFA/CRM to Microsoft Excel

By integrating GENIEE SFA/CRM with Microsoft Excel, you can automatically add lead information registered in GENIEE SFA/CRM to Microsoft Excel. For those who want to manage prospect information in Microsoft Excel, utilizing this flow can reduce the hassle of double data entry.

2. Notify Microsoft Teams when a prospect is registered in GENIEE SFA/CRM

In this flow, when a lead is registered in GENIEE SFA/CRM, a notification can be automatically sent to Microsoft Teams. This will be useful for those who want to keep track of member status in a timely manner and for those who want to facilitate smooth communication within the team.

3. Search Google with company information registered in GENIEE SFA/CRM, summarize obtained snippets with AI, and add records to Google Sheets

When a company is registered in GENIEE SFA/CRM, an automatic Google search can be performed, summarized with AI, and records can be added to Google Sheets. This entire process can be automated, which is expected to save manual work time.

For those who want to check templates using GENIEE SFA/CRM and JUST.DB, please visit the following site.

List of Flowbot Templates Using GENIEE SFA/CRM

List of Flowbot Templates Using JUST.DB

Summary

The integration of GENIEE SFA/CRM and JUST.DB seems to offer many benefits, such as streamlining data entry tasks, improving data accuracy, speeding up information retrieval, and providing flexibility in system integration. This will likely smooth various operations within the company and strengthen interdepartmental collaboration. This integration is especially ideal for companies looking to enhance daily operational efficiency and manage data accurately. Consider integrating GENIEE SFA/CRM and JUST.DB to reduce the burden on the field and build a system that enables rapid strategic decision-making.