How to Integrate Applications

2024/10/15

How to integrate Webflow with Rakuraku Sales so that when a collection item is created in Webflow, it is added to Rakuraku Sales

r.suzuki

As businesses continue to digitalize, more companies are utilizing tools suitable for various operations.
However, are you experiencing an increase in manual data entry due to poor integration between tools?
This time, we introduce a system that automatically adds data created in Webflow to Raku-Raku Sales.
Automation can reduce manual input, improve operational efficiency, and reduce errors.
Additionally, we will explain step-by-step how to set up a simple integration that can be implemented without programming knowledge.
Please use this as a reference for app integration.

Benefits of Integrating Webflow with Raku-Raku Sales

Benefit 1: Reduction of Work Time

Eliminating the need for manual data entry can reduce work time.
Moreover, by automating routine tasks, staff can secure time to focus on other important tasks, which is expected to improve productivity.
For example, when the product development department adds new product information to a collection in Webflow, the data is automatically sent to Raku-Raku Sales used by the sales management team.
This can reduce the time the sales management team spends on manual input.
Additionally, smooth information sharing allows for inventory management and sales strategy adjustments without switching between apps, enabling quick responses to product release schedules.

Benefit 2: Error Reduction

Automating manual input tasks, which are prone to human error, can reduce input mistakes and information discrepancies.
This ensures accurate data is reflected in Raku-Raku Sales, reducing confusion in subsequent processes and correction costs.
For example, when the PR department registers promotion information in Webflow, accurate promotion data is automatically added to Raku-Raku Sales.
This allows the marketing department to always conduct campaigns based on correct information, preventing troubles caused by incorrect information.

[About Yoom]

How to Create an Integration Flow between Webflow and Raku-Raku Sales


First, please access the official Yoom website and create an account.
If you already have an account, please log in.
Yoom Account Issuance Page

Step 1: Integrate Webflow and Raku-Raku Sales with My Apps

1)After logging into your Yoom account, register the apps you will use.
Click "My Apps" and select "New Connection."


2)Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.

3)Once registered, icons will appear in My Apps.
Check if the icons for the two registered apps are displayed.
*Raku-Raku Sales is an app available only with the Team Plan and Success Plan.
Please note that operations and data connections set in Flowbot will result in errors if you are on the Free Plan or Mini Plan.
*Branching is a feature (operation) available with the Mini Plan or higher.
*Paid plans such as the Team Plan and Success Plan offer a two-week free trial.
During the free trial, you can use apps that are subject to restrictions.
What You Can Do During the Free Trial and How to Start | Yoom Help Center (intercom.help)

This time, we will create a flow of [Adding to Raku-Raku Sales when a Collection Item is Created in Webflow].
The creation flow is as follows:

・Copy the template
・Create a trigger in Webflow for "When a Collection Item is Created."
・Then, set an action in Raku-Raku Sales to "Register Record."
・Finally, turn it ON to activate the trigger

Step 2: Select and Copy the Template

1) Open the template above and click on the "Try this template" icon.

2) A display like the one below will appear.

Click the icons with "!" on the right in order to set up the operations.
The title and details can be edited by clicking, so please change them as needed.


Step 3: Set the Trigger

Click on "App Trigger: When a Collection Item is Created".

Step 4: Set Webflow Actions

1) Select the action "When a Collection Item is Created" and click "Next".


2) Enter the Site ID.
If the app is linked, you can select from the suggestions.
Once the input is complete, click "Test", and after a successful test, click "Save".

3) Send a webhook event, click "Test", and after a successful test, click "Save".

Step 5: Set Raku-Raku Sales Actions

1) Return to the flow and click on the "Register Record with App Integration" icon.

2) Select the action "Register Record" and click "Next".

3) Enter the required fields.
If the app is linked, you can use Webflow's output information for input.
Select from the suggestions as needed, and once the input is complete, click "Save".

 This completes the flow of "Add to Raku-Raku Sales when a Collection Item is Created in Webflow".

Step 6: Test and Verify

 Once the setup is complete, a screen like the one below will appear, so click "Turn on Trigger".
Start the flowbot and verify that it operates correctly.

Here is the template used this time

Other Automation Examples Using Webflow and RakuRaku Sales

Here are some other automation templates using Webflow and RakuRaku Sales available on Yoom.
Utilize these templates according to the tasks you want to automate or in combination with the applications you are currently using.

1. Add to RakuRaku Sales When an Order is Placed on Webflow
This template automatically adds data to RakuRaku Sales when an order is placed on Webflow.
This eliminates the need to manually enter order information, reducing input time.
Additionally, it helps prevent human errors such as input mistakes and duplicates, reducing follow-up tasks due to errors and improving overall operational efficiency.

2. Automatically Add Webflow Form Submissions to Raku-Raku Sales
You can automatically add form submissions from Webflow to Raku-Raku Sales.
This eliminates the need to log in to the Webflow dashboard each time to manually transfer form details, thereby improving work efficiency.
Additionally, by automatically adding form details to Notion, it is expected to prevent human errors and improve the accuracy of information.

3. Search for reviews on Google using the keywords added to Raku-Raku Sales and update the results in a Google Spreadsheet
You can automatically perform Google searches and summarize review information based on the added keywords.
It is expected to efficiently collect review information and utilize it in business operations.
This template is suitable for those who want to automate the collection of review information and the summarization of collected data.
By automatically searching and summarizing the added keywords, it is anticipated to prevent human errors.

Summary

By implementing a flow that automatically adds collection items created in Webflow to Rakuraku Sales, you can reduce the burden of manual work, leading to benefits such as reduced working time and fewer errors.
Additionally, automation is expected to allow staff to allocate more time to more important tasks, contributing to overall operational efficiency.

Furthermore, with Yoom, you can easily attempt app integration without programming knowledge.
If you're struggling with tool integration, please refer to the specific integration flow introduced here and use it to improve your company's operations.

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Automation
Integration
Webflow
Rakuraku Hanbai
Automatic
App integration
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