How to integrate STORES Reservation with Sansan to register customer information in Sansan when a reservation is made in STORES Reservation

STORES Reservation is a convenient tool that allows you to accept reservations 24/7, while simultaneously reducing the workload associated with reservation management. However, if you want to utilize the information of the person making the reservation in Sansan, you may need to manually input data each time, which could increase the burden on the person in charge. This article explains the benefits of linking STORES Reservation with Sansan and how to set it up. This article is recommended for the following people! Those who are using both STORES Reservation and Sansan and want to streamline manual data entry. Business operators or persons in charge who feel challenged by the integration of reservation operations and customer data management. Those who find managing customer information cumbersome or prone to errors and are seeking efficiency. Benefits and Examples of Linking STORES Reservation and Sansan Benefit 1: Reduce the burden of customer information registration work. Manually registering customer information can be a significant burden, especially when using both STORES Reservation and Sansan. For example, companies running seminars may find that as the number of reservations and participants increases, the workload for the person in charge also increases, reducing the time available for other important tasks. Particularly for first-time customer interactions, it is often necessary to register customer information while simultaneously guiding visitors and responding to inquiries, which can complicate operations. However, by linking STORES Reservation with Sansan, customer information is automatically registered in Sansan, eliminating the need for manual information registration and reducing the burden on the person in charge. As a result, the person in charge can focus on core tasks that should be prioritized, such as providing services to customers, follow-ups, and planning. Benefit 2: Improve data consistency. When STORES Reservation and Sansan are linked, customer information registered at the time of reservation is automatically transferred to Sansan. This eliminates the need for manual transcription work, prevents input errors and data duplication, and maintains data consistency. For example, if the sales department manages seminar or event participant information with STORES Reservation, the data is automatically registered in Sansan, allowing sales representatives to proceed with customer follow-ups and proposal activities based on accurate information. This reduces the risk of discrepancies in communication with customers and enables reliable communication. As a result, management can also make quick decisions based on consistent data. Benefit 3: Strengthen information sharing between departments. By linking STORES Reservation with Sansan, reservation data is automatically aggregated in Sansan, making it easier for all related departments to access the latest information. This can facilitate smooth information sharing between departments and improve work efficiency and the quality of customer service. For example, suppose the sales department plans and attracts customers to events such as seminars and workshops for customers through STORES Reservation. With the app integration, that data is automatically reflected in Sansan, allowing the marketing department to analyze participant attribute information from Sansan and use it to plan future marketing strategies. Sharing accurate information between departments can lead to smoother collaboration and improved work quality. In this article, we will proceed with the integration using Yoom. If you haven't used it yet, please take a look at "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to register customer information in Sansan when a reservation is registered in STORES Reservation. [What is Yoom] How to Create a Linking Flow between STORES Reservation and Sansan It is possible to achieve this by receiving the registration of a reservation in STORES Reservation using the STORES Reservation API and creating a contact in Sansan using the API provided by Sansan. Generally, programming knowledge is required to achieve this, but it can be easily achieved without programming knowledge by using the no-code tool Yoom.

The integration flow is broadly created through the following processes. - Register STORES Reservation and Sansan as My Apps - Set up a trigger to activate when a reservation is registered in STORES Reservation - Configure settings to register business card data in Sansan - Test and verify Step 1: My App Integration with STORES Reservation and Sansan First, log in to your Yoom account. If you don't have an account, please create one on the Yoom account issuance page. Click on My Apps, then click on New Connection. You can search by app name in the input field. This time, search and register STORES Reservation and Sansan respectively. Registering STORES Reservation as My App Let's start by registering STORES Reservation. Enter STORES Reservation in the input field, and when the STORES Reservation icon appears, click on it. Enter the account name and access token. Click Add to complete the registration of STORES Reservation as My App. Registering Sansan as My App Similarly, search for Sansan and click on the icon. Note that Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. Enter the account name and access token. With this, the registration of STORES Reservation and Sansan as My Apps is complete. When the My App registration is successful, the following screen will be displayed. Please check if the icons for STORES Reservation and Sansan are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Selecting a Template and Preparing a Storage Location Click on Try it from the link below.

If the following display appears, the template has been successfully copied.

Step 2: Setting the Trigger to Activate When a Reservation is Registered in STORES

1. First, click on "When a reservation is registered" at the top.

2. Set the title as you like.
Enter the account information to link with STORES reservation.
Select "When a reservation is registered" as the trigger.
Once you have finished entering, click "Next".

3. Set the Trigger Activation Interval
You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
The shortest activation interval varies depending on the plan, so please check.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting to Register Business Card Data in Sansan

1. Finally, click on the "Register Business Card Data" icon.

2. Enter the account information to link with Sansan.
Select "Register Business Card Data" as the action.
Once you have finished entering, click "Next".

3. Set Each Item
Click on each input field to display the output obtained earlier, and use it as needed.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. With this, the flow of [Registering Customer Information in Sansan When a Reservation is Registered in STORES] is complete.

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Even those not familiar with IT can feel at ease with Yoom.
Try this convenient flow from the link below.

Other Examples of Automation Using STORES Reservations

There are many other examples of automation using STORES Reservations on Yoom, so here are a few introductions.

1. This is a flow where a Gmail is automatically sent to the reserver when a reservation is registered with STORES Reservations.
Manually sending Gmail every time a reservation is made takes time and effort and may lead to human errors.
By utilizing this template, a confirmation email is automatically sent to the reserver when a reservation is registered, which can improve operational efficiency.

2. This is a flow for notifying Slack of reservation information registered with STORES Reservation.
‍ By using this template, reservation information will be automatically notified to Slack when a reservation is registered with STORES Reservation.
This eliminates the need for staff to check reservation information one by one, which is expected to reduce working time.

3. This is a flow to store reservation information registered in STORES Reservation into kintone.
By using this template, reservation information registered in STORES Reservation will be automatically stored in kintone's database.
This will eliminate the need for manual data verification and transcription, enabling efficient reservation management.

Summary

By integrating STORES Reservation with Sansan, you can now automatically register customer information in Sansan when a new reservation is made in STORES Reservation.
This reduces the time and effort required to manually transfer reservation data, leading to improved operational efficiency.
Additionally, reducing manual input helps prevent input errors, ultimately improving the accuracy of customer information.
Yoom is a tool that allows you to easily automate tasks without the need for specialized knowledge.
No specialized knowledge or programming skills are required. By utilizing a wide range of templates, you can easily build automation tailored to your business needs.
Why not aim for more efficient business operations by leveraging Yoom?