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When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.
In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!
By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away using the template below, so please give it a try!
To enhance business efficiency, tool integration is essential.
In particular, integrating Zoho CRM for customer management with Gmail for email sending can significantly streamline sales activities.
This article introduces a method to automatically send emails via Gmail when a lead is registered in Zoho CRM.
No programming required, and it's easy to set up! We'll explain the process with images.
Integrating Zoho CRM with Gmail improves the efficiency of customer approaches.
Conversely, without integration, you might find yourself saying, "Oh, I forgot to contact this company!" leading to delayed approaches and missed opportunities...
Let's delve into the details.
With Yoom, you can automatically send emails from Gmail to companies when a lead is registered.
And no programming knowledge is required!
For sales representatives, integrating Zoho CRM with Gmail frees them from daily email tasks, ensuring no missed business opportunities.
Moreover, there's no need to carefully check email addresses or worry about making mistakes in the text each time you send an email!
For example, new sales reps won't make mistakes, and senior employees won't need to cover for them.
Additionally, if your approach is delayed, competitors might seize the opportunity, wasting your chance...
We recommend integrating as soon as possible to prevent such situations!
By integrating Zoho CRM with Gmail, you can send emails using templates.
This avoids the risk of "different wording by different representatives" or "sending emails with incorrect language."
Even though it's just text, miscommunication in email exchanges can damage trust between companies.
Responding promptly and consistently to all customers demonstrates professionalism.
Especially for initial interactions, automatically sending consistent email content is a significant advantage for companies.
If you don't integrate Zoho CRM with Gmail, you'll never be free from manual tasks.
Spending time managing customer information and sending emails manually will gradually neglect the tasks you should focus on.
Additionally, when a customer inquiry arises, you'll need to check information in both Zoho CRM and Gmail.
This accumulation of small steps wastes time and hinders prompt responses.
The speed of response is linked to trust between companies, making it a future to avoid.
Let's actually integrate Zoho CRM with Gmail.
This time, we'll explain the flow of "sending an email via Gmail after approval when a lead is registered in Zoho CRM."
Click the banner below and press the "Try it" button to proceed together!
First, connect Yoom with each app.
Select "My Apps" from the left toolbar in Yoom.
Enter Zoho CRM and Gmail respectively from the "+ New Connection" in the upper right corner.
Once you enter the required information for each, the apps will be displayed as shown in the image below.
Once Gmail is also connected, preparation is complete!
Let's move on to the actual integration.
Let's start with the trigger settings in Zoho CRM.
Click on "When a new account is created" at the top of the flow.
Clicking will open a screen where the account linked in the preparation is reflected.
After confirming that the account information is correctly reflected, press "Next" to proceed!
No changes to the trigger action are needed in this flow.
Next, the API connection settings.
Enter the above two points and press the "Test" button.
If there are no errors, the information should be reflected in the output field below, so please check.
After confirming that the necessary information is reflected, press the "Save" button.
This completes the trigger settings! It was quick, wasn't it?
Next, the approval request settings.
You can set these five items.
You can also specify multiple approvers and set it to "Approval is complete when everyone approves." Additionally, you can specify approvers by email address.
Next, the final flow settings.
Click on the "Send Email" flow.
The linked Gmail account is reflected, so please check it once more!
While confirming there are no mistakes, scroll down to see the email text.
This setting is for the email sent to the registered company.
The above three settings are mandatory, so please enter them carefully.
You can test Zoho CRM as needed to reflect the output content, so please add it to the body, etc.
Once the settings are complete, perform a test email send at the end.
Press the "Test" button, and if the email is successfully delivered to the configured email address, all settings are complete!
Finally, change the app trigger from OFF to ON!
This way, you won't have to bother with thank-you emails to clients anymore!
Integration is complete without any programming knowledge.
Yoom is a tool that allows you to intuitively connect apps without any programming knowledge.
For those who use many apps and services in their daily work, integration can make tasks more efficient.
Additionally, it tidies up your desktop, allowing you to work comfortably!
With Yoom, you can connect many apps and customize workflows to suit a wide range of tasks.
If you're overwhelmed with daily tasks, check out the link below for reference.
Apps that can be integrated with Yoom can be found here
Flowbot templates are available here
Try it free for two weeks here!
By using Yoom to integrate Zoho CRM and Gmail, you can automate everything from customer management to customer outreach.
For sales professionals, this means no longer needing to send emails manually, and you can send consistent messages, which helps build trust.
With Yoom, you can start using it immediately without any programming knowledge.
If you want to streamline your tasks, try Yoom for two weeks first!
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