How to integrate Hot Profile with cyzen and automatically register a spot in cyzen when a client is registered in Hot Profile

s.miyamoto

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!

Many companies are introducing various IT tools to improve operational efficiency. However, as the number of tools increases, the burden of data entry and information management also rises, often resulting in decreased efficiency. Automation through app integration can be a highly effective solution to these challenges. For companies using both Hot Profile and cyzen to manage client information and support field activities, the app integration introduced here can offer significant benefits. Specifically, it enables centralized management of client information and streamlines follow-up processes, optimizing overall sales activities. This article provides a detailed explanation of the mechanism by which a new client registered in Hot Profile is automatically registered as a spot in cyzen. This app integration can be easily implemented without programming. Please refer to this article and give it a try. Recommended for: - Team leaders who use both Hot Profile and cyzen but find data entry burdensome. - Internal IT personnel considering tool automation to accurately manage client information. - Sales representatives who want to centralize data from multiple tools to speed up information sharing. Benefits and Examples of Integrating Hot Profile and cyzen Benefit 1: Speeding Up Information Sharing Through Centralized Data Management When a client is registered in Hot Profile, a spot is automatically registered in cyzen, centralizing information and eliminating the need for employees to check separate tools or lists. This is especially beneficial for sales representatives managing many clients, as it reduces the time spent individually registering each client's information in different tools, allowing for quicker planning of the next actions. Additionally, centralized information helps avoid duplicate approaches to the same client, supporting both operational efficiency and improved customer experience. As a result, transparency of client information increases, and the burden of data management is expected to decrease. Benefit 2: Streamlining Follow-Up With the mechanism that automatically registers spots from Hot Profile to cyzen, client information is immediately reflected, enabling efficient follow-up. This allows sales representatives and field staff to quickly visit registered clients and approach them at the optimal time without missing opportunities. For example, receiving a notification immediately after a new client is registered and conducting a sales visit or scheduling communication within the same day is anticipated. Moreover, based on automatically updated data, follow-up priorities can be appropriately determined, reducing the risk of overlooking important transactions. Thus, speeding up customer response contributes to building trust and improving overall business efficiency. Benefit 3: Improving the Accuracy and Update Frequency of Customer Information Automatically reflecting information registered in Hot Profile to cyzen eliminates manual data entry and updates, reducing the risk of human error and improving information accuracy. For instance, even when detailed information such as addresses or contact details is registered in Hot Profile, the system automatically registers it in cyzen, preventing field staff from acting on incorrect information. Additionally, accurate information makes it easier to approach clients, contributing to maintaining and enhancing trust. Accurate and timely information management is a crucial element in improving the overall quality of operations. Now, let's explain how to automatically register a spot in cyzen when a client is registered in Hot Profile using the no-code tool Yoom. [What is Yoom] How to Automatically Register a Spot in cyzen When a Client is Registered in Hot Profile This can be achieved by receiving the registration of a client in Hot Profile using Hot Profile's API and automatically registering the client data in cyzen using cyzen's API. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge using the no-code tool Yoom. This time, we will create it through the following major processes: - Integrate Hot Profile and cyzen with My Apps - Copy the template - Retrieve information from Hot Profile and register a spot in cyzen - Set the trigger to ON and complete the flow operation preparation If you are registered with Yoom, please log in. If not, please proceed with the settings after registering for free.

Step 1: Integrate Hot Profile and cyzen with My Apps

First, integrate Hot Profile and cyzen with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and search for Hot Profile from "+New Connection".

Set any name for "Account Name". (Example: Admin Account)
Refer to the annotation for "Access Token" and set the API key issued by Hot Profile.
Similarly, refer to the annotation and set the domain of Hot Profile for "Domain".
After setting each item, click "Add" to complete the integration of Hot Profile.

Next, search for cyzen from "+New Connection" following the same procedure as before.

Set any name for "Account Name". (Example: Admin Account)
Set the static token for "Access Token". For the static token, please contact your cyzen representative.
After setting each item, click "Add" to complete the integration of cyzen.

Next, proceed with the setup using the Flowbot template.
Log into Yoom and click "Try it" on the banner below.

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A message saying "Template has been copied!" will appear, so click "OK" to complete the copy.

Step 2: Retrieve Hot Profile Information

Next, set the trigger for the hot profile.
Click "When a company is created".

On the next page, check the account information that integrates with the hot profile.
You can freely edit the title, but do not change the trigger action and click "Next".

Next, configure the API connection settings.
The "Trigger Start Interval" can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please note that the shortest start interval varies depending on the plan.

Once the settings are complete, click "Test".

Check the hot profile information displayed in the output and click "Save".

Step 3: Register a Spot in Cyzen

Next, set the action for Cyzen.
Click "Register Spot Information".

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Edit the title as desired and check the account information, then click "Next".

Enter the "Company ID" and "Spot Code".
*Please contact your Cyzen representative for the "Company ID".

When you click the field, candidates will be displayed, so select the appropriate content for each item as desired.
Once the settings are complete, click "Test".
After confirming that a new spot has been registered in Cyzen, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when a new client is created in the hot profile, a spot will be automatically registered in Cyzen.

Examples of Other Automations Using Hot Profile and cyzen

There are many other examples of automation using Hot Profile and cyzen in Yoom, so here are a few to introduce.

1. Notify Microsoft Teams When a Report is Registered in cyzen

By notifying Microsoft Teams of the registration status of reports, quick sharing within the team is expected. This helps prevent missing information and facilitates smooth team collaboration.

2. Register a spot in cyzen when business card information is registered in Sansan

Based on the business card data registered in Sansan, you can register visit destination information in cyzen. This is expected to improve the accuracy of data management while reducing the effort of spot registration.

3. Register a lead in Hot Profile when a lead is created in Microsoft Dynamics 365 Sales

Based on the lead information created in Dynamics 365, you can register lead data in Hot Profile. This supports consistent management of lead information.

Summary

The integration of Hot Profile and cyzen should enable efficient management of client information and sales activities.
By utilizing the automation settings introduced in this article, you can expect centralized data management, quick follow-ups, and improved information accuracy.
This may lead to enhanced performance of the entire sales team and increased customer satisfaction.
Yoom's app integration requires no programming and can be easily implemented. Take this opportunity to experience operational efficiency through automation.

The person who wrote this article

s.miyamoto

I have approximately 5 years of experience in the customer success industry for foreign companies. We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers. Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!