How to integrate kintone with Raku-Raku Sales to add information from kintone to Raku-Raku Sales

Many people use Raku-Raku Sales as a sales management tool.
It's a very convenient tool because it allows you to easily calculate amounts and aggregate and analyze accumulated data.
However, entering information into Raku-Raku Sales usually needs to be done manually, which can sometimes feel cumbersome.
In such cases, the integration introduced in this article might help solve the problem.
This article introduces a method to automatically add information registered in kintone to Raku-Raku Sales.
If you want to reduce the hassle of data entry and manage information efficiently, please refer to the following steps and try automatic integration with Yoom!

Who We Recommend This Blog To

Sales representatives managing project information using kintone
People managing customer and product information with Raku-Raku Sales
Those who find it cumbersome to manually transfer data from kintone to Raku-Raku Sales
Those who want to consolidate information in Raku-Raku Sales for effective data aggregation and analysis
Those who want to automate manual tasks to minimize human errors

What Issues Can Be Solved by Integrating kintone and Raku-Raku Sales?

Example 1: Burden of Data Entry

By automatically reflecting information from kintone to Raku-Raku Sales, you can reduce manual data entry, leading to a reduction in work time.
The person in charge can use the extra time for other important tasks, which is expected to improve work efficiency.
For example, sales representatives may be able to spend more time creating materials and researching clients, potentially improving the quality of their work.
As a result, the conversion rate may increase, leading to an expected increase in company sales.

Example 2: Inaccurate Data

Manually transferring data between different systems increases the risk of human error.
For example, "registered with the wrong customer name," "forgot to enter information," or "mistakenly entered the wrong digit for the billing amount."
If such errors occur, it may take time to correct the information, and in some cases, unnoticed errors may lead to company losses.
By automating data entry, the risk of human error can be minimized, ensuring accurate data and maintaining consistent information.

Example 3: Time Lag in Information Sharing

By utilizing the automatic integration introduced in this article, information can be automatically synchronized from kintone to Raku-Raku Sales, minimizing the time lag until information is reflected.
This makes it easier for sales teams and other related departments to check the latest information, potentially correcting information disparities between teams.
Specifically, it helps prevent situations where only certain teams have the latest information while others can only check outdated information.
As a result, communication between departments becomes smoother, enabling quick decision-making and appropriate customer response, ultimately leading to improved customer satisfaction.

[What is Yoom]

Integration Flow of kintone and Raku-Raku Sales

※Important Notes
・Raku-Raku Sales is an app available only with some paid plans. Depending on the plan, the operation of the flow bot and data connect settings may result in errors, so please be careful.
・A two-week free trial of the paid plan is available. During the free trial, you can use the apps subject to restrictions.

Now, let's introduce how to actually integrate kintone and Raku-Raku Sales.
The integration steps are as follows:

Set the app trigger
Retrieve records
Register records

Yoom provides the above three steps as a template.
You can create a flow bot more easily than creating it from scratch, so first, click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Integration of kintone and Raku-Raku Sales with My Apps

After copying the template, register kintone and Raku-Raku Sales in Yoom's My Apps as part of the preparation.
※ If you have already registered, please proceed to "Step 1. Setting the App Trigger".

<Procedure>

1. After logging into Yoom, click "My Apps" → "+ New Connection" in order.

2. Search for the app name and enter the required information

If kintone and Raku-Raku Sales are displayed in the My Apps list, the preparation is complete!
Let's proceed to the detailed settings right away!

Next, copy the template to My Projects and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register with Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

‍

Step 1. Setting the App Trigger

First, click the app trigger "When a record is registered (Webhook activation)".

On the first page, the pre-linked kintone account information will be displayed, so please check it and click "Next" if there are no issues.

On the next page, set up the Webhook event reception settings.
Follow the steps described to configure it.

Click "Test" and if there are no issues, click "Save" to complete the trigger settings.

Step 2. Retrieve Records

Next, click "Retrieve Records".

At the beginning of the first page, the account information will be displayed as in Step 1, so please check it.
Below that, there is a section to specify the app ID to link with the database, so specify it and proceed to "Next".

On the second page, set the conditions for the records you want to retrieve.
Use the output information as shown below to input.

In the image above, it is set to retrieve the record ID, but if you want to retrieve multiple records, click "Add Trigger Condition".

Click "Test" and if there are no issues, select "Save".

Step 3. Register Records

Now, click the final step "Register Records".

On the first page, the account information will be displayed, so check it and proceed to the next step.

On the second page, configure the settings to register records.
"Domain", "Account Name", "DB Schema ID", and "Registration Data" are required fields, so be sure to enter them.
Use the information output from kintone for the values to be registered.

In the image above, it is set to register a title, but if you want to register more, click "Add Registration Data" to create a new input box.

Click "Test" and if no errors appear, click "Save".
If a popup like the one below appears, all settings are complete.

Flowbot template used this time
Add kintone information to Rakuraku Sales

Specific Use Cases for This Flow

1. New Customer Registration

By using this integration, when new customer information is entered into kintone, it is automatically added to Raku-Raku Sales.
This allows the sales team to quickly reflect new customer data in Raku-Raku Sales, enabling speedy customer response.
Especially during new customer acquisition campaigns, it is important to prevent manual input errors and conduct sales activities based on accurate information.
This integration might be useful when you want to maximize the effectiveness of a campaign.

2. Order Information Management

Since order information registered in kintone is automatically added to Raku-Raku Sales, it is expected to improve the efficiency of order management.
The flow from order receipt to shipment becomes smoother, allowing the sales team to quickly grasp the order status.
This enables prompt response to customers and confirmation of delivery dates, leading to improved customer satisfaction.
Improved satisfaction can lead to repeat business, which in turn can be expected to increase sales.

3. Customer Follow-up

By managing customer follow-up information in kintone, you can link that data to Raku-Raku Sales, potentially enabling more effective sales activities.
By centralizing information on repeat customers and prospective customers, the sales team can clearly identify targets and approach them at the right time.
Additionally, since you can aggregate and analyze data accumulated in Raku-Raku Sales, you may gain important insights related to customers.
As a result, an increase in sales can also be expected.

Other Automation Examples Using kintone and Raku-Raku Sales

Yoom offers numerous automation examples using kintone and Raku-Raku Sales.
Since it is possible to integrate with various apps, please refer to the following representative examples.

1. Register an Employee in freee HR when a Record is Registered in kintone

In the automated integration introduced this time, information was registered in Raku-Raku Sales, but in this integration, the output destination of the information is freee HR.

2. Update kintone information once the contract is completed in DocuSign

This integration is a flow that automatically updates kintone information starting from DocuSign.
For those who manually update information each time, this integration is recommended as it can reduce the burden of manual work.

3. Register a record in Raku-Raku Sales once the workflow is approved in Garoon

For those using Garoon as groupware, please refer to this template as well.
It is expected to streamline the entire process from workflow approval to record registration.

Summary

The above was the procedure for integrating kintone with Raku-Raku Sales!
As you can see, Yoom can be used without programming knowledge, making it easy to set up integrations.
By using the automated integration introduced this time, tasks that were previously done manually can be automated, leading to a reduction in workload.

Additionally, since information is automatically reflected, you can share information quickly, allowing for swift decision-making thereafter.
If you are interested, please start by registering for free here!