How to integrate TimeRex with Sasuke to add customer information to Sasuke when a schedule is registered in TimeRex

TimeRex is a convenient tool for managing meeting and business appointment receptions, but manually registering customer information into Sasuke can be labor-intensive. Additionally, manual tasks carry the risk of time lags and input errors when registering customer information. However, by integrating TimeRex with Sasuke, you can improve operational efficiency while eliminating these risks. This article provides a detailed explanation of how to automatically add customer information to Sasuke when an appointment is registered in TimeRex. You can easily implement this without programming knowledge using no-code solutions, so please refer to this guide.

Recommended for

Those who have implemented TimeRex and Sasuke
Those considering automating customer data management with TimeRex and Sasuke
Those who want to integrate TimeRex and Sasuke to be freed from the cumbersome management of customer information and focus on meeting preparation and customer service
Those who want to integrate TimeRex and Sasuke to facilitate smooth information sharing among sales teams
Those who want to integrate TimeRex and Sasuke to reduce data maintenance errors

Benefits and Examples of Integrating TimeRex and Sasuke

Benefit 1: Streamlining Sales Activities and Saving Time

Even if you have implemented TimeRex and Sasuke to streamline sales activities, input tasks can sometimes prevent the desired efficiency. However, by integrating the two tools, you can eliminate the hassle of manually registering customer information. For example, when a business appointment is accepted in TimeRex, the information entered by the customer at the time of booking is automatically registered in Sasuke. By reducing manual registration tasks, operations become more efficient, allowing more time to be allocated to more important customer interactions.

Benefit 2: Real-Time Sharing of Customer Information Among Teams

When sharing customer information within a sales team, integrating TimeRex and Sasuke ensures that customer information is instantly synchronized, making the process smoother. For example, if customer information is registered manually in Sasuke, time lags might result in insufficient preparation time for meetings. However, if customer information is added to Sasuke in real-time as it is registered in TimeRex, you can maximize the time available before meetings. Additionally, effective time management allows for mutual support, potentially enhancing the overall performance of the team.

Benefit 3: Improved Data Accuracy

By automatically adding customer information to Sasuke every time an appointment is registered in TimeRex, you can avoid data input errors and duplication. For example, manually entering customer data carries the risk of human error, which can compromise data integrity. However, by synchronizing the two tools through automation, the risk of such human errors is eliminated. As a result, customer information is consistently maintained accurately, facilitating smooth sales and marketing activities.

[About Yoom]

Next, we will introduce how to create a flowbot with Yoom, which allows app integration without programming, to "add customer information to Sasuke when an appointment is registered in TimeRex." You can implement it simply by setting it according to the template, so please give it a try.

How to Create a Flow for Integrating TimeRex and Sasuke

The flow to integrate TimeRex and Sasuke using Yoom proceeds through the following four processes.

Register TimeRex and Sasuke as My Apps
Copy the template
Set the trigger for TimeRex, which will be the starting point of the flow, followed by branch settings and Sasuke settings
Turn on the trigger button and verify the integration operation between TimeRex and Sasuke

Step 1: Integrate TimeRex and Sasuke as My Apps

First, register TimeRex and Sasuke as My Apps to integrate them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the following screen, search for TimeRex and Sasuke respectively and proceed to the next screen.

＜For TimeRex＞

・Enter the account name and access token according to the instructions, and click "Add" to complete the registration in My Apps.

＜For Sasuke＞

・Enter the account name, access token, and API key according to the instructions, and click "Add" to complete the registration in My Apps.

Step 2: Copy the Template

Next, copy the template to integrate TimeRex and Sasuke.

1. Open the link below.

2. Click "Try this template" to complete the copy.

Step 3: Setting the Trigger for TimeRex

Next, set the trigger action that will be the starting point of the flow.
In this flow, the registration of a schedule in TimeRex will be the trigger.

1. Select "My Projects" in the Yoom management screen and click "Add customer information to Sasuke when a schedule is registered in TimeRex [Copy]".
*The template title can be changed freely on the next screen.

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2. Click "App Trigger When Webhook is Received".

3. Confirm the account linked with TimeRex and click "Next".
*Other items are set by default.

4. Copy the Webhook URL, set it in TimeRex according to the explanation below the frame, and test it.

5. If the test is successful, the acquired information will be displayed in the output.
If there are no issues, save it.

6. Click "Branch Command Operation".
*"Branch" is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. Paid plans like the mini plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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7. Set the output and branching conditions for the branch target.
Since it is set as follows by default, click "Save".
*With this setting, customer information will only be registered in Sasuke when a schedule is registered in TimeRex. (This flow will not be triggered by other operations)

Step 4: Setting to Register Customer Information in Sasuke

Finally, set the information obtained from TimeRex to be registered in Sasuke.

1. Click "Register Customer Information with App Integration".

2. Confirm the account linked with Sasuke and click "Next".
*Other items are set by default.

3. Enter "Record Information" according to the explanation below the frame, set all the items you want to register in Sasuke, then test and save.
*"Value" is set from "When Webhook is Received" in the output displayed when you click the frame. This dynamically reflects values that vary for each customer obtained from TimeRex.
*"Record Information" is set for each item you want to add (such as company name). To increase the items to be set, click "+ Add Record Information".
*For details on Sasuke's item keys, you can also check the help page here.

4. When the trigger is turned ON, customer information will be automatically registered in Sasuke every time a schedule is registered in TimeRex.

If you have any questions about the introduced flow, please refer to the help page here.

Other Automation Examples Using TimeRex

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

1. Automatically Notify via Gmail When an Appointment is Registered with TimeRex

You can automatically send an email to customers who have registered an appointment for a business meeting with TimeRex.
This allows you to automatically send materials to customers before the meeting, helping to ensure the meeting proceeds smoothly.

2. Sync with Garoon when an appointment is registered in TimeRex

If you are also using Garoon for schedule management, you can sync the two calendars.
This integration helps prevent schedule omissions and overlaps, making it easier to keep track of appointments.

3. Notify Slack When an Appointment is Registered in TimeRex

If an appointment is registered in TimeRex but the confirmation is delayed, it can result in a loss of time.
By utilizing this flow, you can automatically notify Slack, allowing you to quickly become aware of new appointments and make effective use of your time.

Summary

With the integration of TimeRex and Sasuke, customer information registration can be automated, potentially improving the efficiency of sales activities.
By eliminating the need for manual data entry, sales representatives can focus on more important tasks, enhancing the quality of customer interactions.
Additionally, real-time information sharing becomes possible, reducing human errors and improving the overall efficiency of the team.
TimeRex and Sasuke can be easily integrated without code using Yoom, so take this opportunity to streamline your operations.