How to integrate Gmail with Mazrica to automatically register contact information in Mazrica from signature information of emails received in Gmail

Step 1: Register Gmail and Mazrica as My Apps

Please register Gmail and Mazrica as My Apps to connect them to Yoom.
By registering My Apps first, you can proceed with the automation settings smoothly.

First, let's register Gmail as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

When the following screen appears, search for Gmail in the search bar or find it from the list.

The following screen will appear, so log in to Gmail.

Next, please register Mazrica as My App.
Similarly, find Mazrica from the list or search for it in the search bar.
When the following screen appears, follow the instructions on the screen to set it up.

If Gmail and Mazrica are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, please do so from the screen below.
First, set up Gmail by clicking "When you receive an email with a specific label".

Step 3: Set the Gmail trigger that initiates the flow and the subsequent Mazrica operation settings

When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Gmail" → Check if the account is correct
• "Trigger action" → When you receive an email with a specific label
  

The following screen will be displayed, so set the "Trigger Interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* Note that the trigger interval varies depending on the plan.

Next, set the "Label".
Select the appropriate label from the candidates.
The candidates will be displayed when you click inside the frame.
After setting, click "Test" → "Test Successful" → "Save".

Next, set up to extract signature information from Gmail text by clicking "Extract data from text".
* AI operations are available only in some paid plans.
In other plans, the flow bot operation you set will result in an error, so please be careful.
A paid plan offers a 2-week free trial.
During the free trial, you can use restricted apps and AI features (operations).
Please give it a try.

When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Conversion type" → Extract text from data within 3,500 characters (2 tasks)
  

Please check the following precautions.

Scroll and set the "Target Text".
Utilize the Gmail output and set it as follows.
Click the arrow in the red frame to display the output.

Next, set the "Items to Extract".
We have set the following items this time, but feel free to set them as you like.
After setting, click "Test" → "Test Successful" → "Save".

Next, set up Mazrica by clicking "Register contact information".
The following screen will be displayed, so check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Mazrica" → Check if the account is correct
• "Action" → Register contact information
  

When the following screen is displayed, set the "Name".
Utilize the output from "Extract data from text" and select the full name.
If there are other necessary items, set them in the same way.
After setting, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and check the integration operation between Gmail and Mazrica

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot starts up correctly.

Here is the template used this time.

Other Examples of Automation Using Gmail and Mazrica

There are many other examples of automation using Gmail and Mazrica on Yoom, so here are a few introductions.

1. This is a flow that automatically sends template emails using Gmail with Mazrica's contact information.
You can directly trigger from Mazrica's website and send template emails with Gmail, eliminating the need to move to Gmail.
This reduces the need for manual creation and sending of template emails, significantly reducing effort.

2. This is a flow that automatically adds project information to Google Sheets when it is registered in Mazrica.
It is recommended automation for those who manage Mazrica's project information in Google Sheets.
Since you can check Mazrica's project information in Google Sheets, it is convenient for information sharing.

3. This is a flow where a folder for each client is automatically created in OneDrive when a client is registered in Mazrica.
Managing folders for each client can be useful for adding and managing data.
It saves the effort of creating a folder in OneDrive each time a new client is registered.

Benefits and Examples of Integrating Gmail with Mazrica

Benefit 1: Simplifying the Contact Registration Process

You can extract signature information from emails received in Gmail using AI and automatically register contact information in Mazrica.
If you perform this process manually, you will spend time verifying signature information and registering contacts.
However, by utilizing automation, you can simplify the process by registering contacts just by receiving emails with signature information.
For example, if you receive a large number of emails every day, it takes time and effort, but automation can reduce the working time.

Benefit 2: Preventing Contact Registration Errors

When manually registering contacts in Mazrica, human errors such as mistakes in entering names or email addresses are inevitable.
For instance, if contact information is incorrect, it may undermine customer trust during business negotiations.
However, by integrating Gmail with Mazrica and using AI to obtain signature information, you can register accurate contacts.
As a result, you can handle customer interactions without using incorrect information, which can also enhance customer trust.

Benefit 3: Registering Contacts Quickly

By automating the process of obtaining signature information received in Gmail with AI and registering contacts in Mazrica, you may be able to proceed with tasks quickly.
For example, if contacts are registered smoothly, it becomes easier to follow up afterward.
Manual contact registration is prone to delays and waiting for confirmation, but automation can solve these issues.
By sharing contact information quickly, you may be able to approach customers while their interest is high.

Conclusion

By integrating Gmail with Mazrica, manual contact registration becomes unnecessary.
This allows you to allocate the time previously spent on contact registration to other important tasks.
Furthermore, eliminating manual work prevents registration errors such as incorrect names or phone numbers, allowing for accurate contact information registration.

The template introduced here allows for more accurate work by extracting signature information from emails received in Gmail using AI.
Incorporate Yoom's automation to reduce the effort and time spent on contact registration.