How to integrate Sansan with Sasuke to add business card information registered in Sansan to Sasuke

After the initial contact with a lead is successfully completed, prompt follow-up is crucial. Quickly reaching out to the contact person by sending a thank-you note, proposal, or quotation can reduce the risk of losing business opportunities. For this, it is necessary to swiftly share contact information within the team.

This article introduces a method to automatically synchronize data with Sasuke and register it as customer information when business card information is registered in Sansan. This automation allows the entire team to share the contact person's name and contact information immediately after exchanging business cards, enabling quick follow-up with new leads.

Benefits of Integrating Sansan and Sasuke

Integrating Sansan and Sasuke provides the following benefits in sales and marketing.

Benefit 1: Speeding Up Information Utilization

By immediately reflecting data in Sasuke after business card information is registered in Sansan, timely information sharing across the sales team becomes possible. This improves the speed of follow-up with newly acquired leads and prevents the loss of business opportunities. Additionally, marketing can smoothly start planning the next event or webinar by utilizing business card information collected at exhibitions or events.

Benefit 2: Reduction of Human Errors

By automatically synchronizing data through the integration of Sansan and Sasuke, human errors during transcription can be prevented. If there are registration errors in lead information, various risks can arise, such as confusing information collection due to company name registration mistakes, lowering the impression by incorrectly stating the contact person's department or name, or delays in communication due to incorrect email addresses or phone numbers. Reducing input errors, registration omissions, and duplicate registrations will improve the accuracy of lead information.

Using the automation tool Yoom makes integration settings easier. Please consider implementing it.

[What is Yoom]

How to Create a Sansan and Sasuke Integration Flow

Let's proceed with setting up the integration and workflow automation between Sansan and Sasuke.

We will introduce the procedure for creating a workflow to "Add Business Card Information Registered in Sansan to Sasuke" using a template.

*Integration with Sansan is available on some paid plans. A two-week free trial is also offered.

Before You Start

1. Please log in to Yoom.

2. Click the "Try it" button below to copy the template in Yoom.

Step 1: My App Integration with Sansan and Sasuke

*If you have already completed the app integration, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Sansan and Sasuke respectively and integrate the apps.
*For Sansan integration, you will need an API Key issued on Sansan. Please refer to "3. How to Issue an API Authentication Key" in this official support center article.
*To check Sasuke's API key and set the API access token, select "Option API" from the left menu in the admin panel.

Next, copy the template to My Project 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 page you moved to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

‍

Step 2: Setting up a trigger to activate when registering business card information in Sansan

1. Open the copied template.
　※ You can change it to any title from the red-framed part in the image below.

2. Click on the Flowbot's "App Trigger: When business card information is registered".

3. Select the linked account and action.
　Change the title if necessary and click "Next".

4. Set up the API connection for the app trigger.
　Select the trigger activation interval.
　※ The time that can be specified varies depending on the plan. Please see this article 【List of feature restrictions and usage limits for each plan】 for details.

5. Click "Test".

6. If the test is successful, click "Save".

Step 3: Setting up the action to register customer information in Sasuke

1. Click on the Flowbot's "Integrate with App: Register Customer Information".

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Set up the API connection.
　Enter the record information's item key, item name, and value.
　※ You can use the output obtained in Step 2 for setting the value.
　※ If you have any questions about the item key, please see this article 【How to obtain various setting items in Sasuke】.
　※ The image below shows some of the input items, and the entered item names and values are examples.

　※ The image below is an example of output reference. When you click the input field, candidates will be displayed, so please select the target item.

　※ If you want to delete the second or subsequent input fields, press the "✕" mark at the top right of the frame. If you want to add more input items, click "+ Add Record Information" at the end of the input field and set it up.

4. Click "Test".

5. If the test is successful, click "Save".

This completes the flow of "Adding business card information registered in Sansan to Sasuke".

The saved flow will activate when you switch the trigger to "ON".

The Flowbot template used this time
Adding business card information registered in Sansan to Sasuke

Other Automation Examples Using Sansan

There are many other examples of automation using Sansan in Yoom, so here are a few introductions.

1. A flow where when business card information is registered in Sansan, a thank-you email is sent via Gmail and the information is added to a Google Spreadsheet. By automating the sending of emails to the person you exchanged business cards with, you can prevent forgetting to express your gratitude. Additionally, since the business card information is automatically reflected in the database, there is no need to manually transcribe it.

2. This is a flow where, when business card information is registered in Sansan, the information is added to kintone and a notification is sent to Slack. With automatic data synchronization, you can manage information such as leads, customers, and suppliers in a database. Additionally, by sharing it through chat tools, you can prevent any oversight in information comprehension. This reduces the effort of transcription work and prevents errors.

3. This is a flow where when business card information is registered in Sansan, it is added as a registrant to a Zoom webinar. If you frequently hold webinars, having the information automatically reflected in Zoom at the time of business card registration will make preparation smoother. Additionally, even if you receive multiple business cards at an event venue, you won't have to struggle with transcription work.

Summary

We introduced a method to automatically register customer information in Sasuke when business card information is registered in Sansan. This automation facilitates smooth sharing of lead information and is expected to speed up follow-ups in sales and marketing. Additionally, it eliminates the need for manual transcription, thereby reducing human errors. Share the contact details of the person you exchanged business cards with accurately and promptly, and proceed with the next approach swiftly. By utilizing Yoom, you can easily set up integration without any coding.