How to automatically create a lead in Hot Profile when a lead is created in Zoho CRM by integrating Zoho CRM with Hot Profile

Zoho CRM, which allows centralized management of sales activity information, is an essential tool for business operations. However, if you need to reflect created leads in Hot Profile each time, you might find the cross-application work cumbersome. By integrating Zoho CRM with Hot Profile, you can automate lead registration, reducing the need for manual data entry and potentially preventing human errors. This article provides a detailed explanation of the benefits and specific configuration methods when integrating Zoho CRM with Hot Profile. Recommended for: - Those looking to improve the efficiency of lead management - Users of Zoho CRM who find manual lead information entry time-consuming - Those aiming to enhance lead information accuracy and reduce errors - Those seeking to expedite sales activities and increase the speed of acquiring new customers - Those considering business process automation to improve work productivity Benefits and Examples of Integrating Zoho CRM with Hot Profile Benefit 1: Speeding up Sales Activities When lead information created in Zoho CRM is registered in Hot Profile, the time previously spent manually transferring lead information is reduced. For example, when leads collected via the web or campaigns are entered into Zoho CRM, the information is automatically reflected in Hot Profile, allowing representatives to contact clients immediately. This speed can maintain a competitive edge and potentially lead to acquiring new customers. Benefit 2: Reduction of Errors Automating lead registration prevents common human errors during data entry. For instance, when data was entered manually, there was a risk of repeatedly entering the same lead information or entering incorrect data. However, with the integration of Zoho CRM and Hot Profile, once lead information is entered into Zoho CRM, accurate information is directly reflected in Hot Profile. The sales team can always take action based on accurate information, potentially reducing issues arising from incorrect information. Benefit 3: Increased Productivity Implementing this automation flow frees you from the time-consuming task of data entry. For example, with traditional manual entry, there was a need to recheck information for errors when managing multiple leads simultaneously. Automation can reduce such risks. As a result, representatives can shorten the time spent on registration and allocate that time to negotiations or follow-ups with customers. [Yoomとは] Now, let's create a flow bot using the template "Register leads in Hot Profile when a lead is created in Zoho CRM."

How to Create a Connection Flow Between Zoho CRM and Hot Profile

The process to complete the flow will proceed as follows.

・Connect Zoho CRM and Hot Profile to My Apps
・Copy the template
・Set triggers in Zoho CRM and configure Hot Profile
・Turn on the trigger

Now, let's proceed with the new connection of the apps to be linked.

・Connect Zoho CRM and Hot Profile to My Apps

(1) First, connect Zoho CRM to My Apps.
After logging into your Yoom account, click "My Apps" on the left and search for Zoho CRM from "New Connection".

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Search for and click on the Zoho CRM app icon.

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(2) Enter the "Domain URL" and click [Add].
The first Zoho CRM connection is now complete.

(3) Next, connect the Hot Profile app.
Select Hot Profile in the same way as registering Zoho CRM to My Apps.

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(4) Enter the "Account Name", "Access Token", and "Domain" for the Hot Profile you want to connect.
After entering the information, click [Add].

If the settings are done correctly, you will be taken to the My Apps screen of your Yoom account with both apps added.
Now, both apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・Zoho CRM Trigger Setup

(1) First, set up the Zoho CRM app trigger.

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From the My Projects on the left side of your Yoom account screen, click "【Copy】Register lead in Hot Profile when a lead is created in Zoho CRM".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on the trigger "When a new lead is created".

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(3) Enter the account information to be linked and click [Next].
On the next screen, enter information such as "Trigger Interval" and "Spreadsheet ID".

Select any of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the "Trigger Interval".
*Note that the trigger interval varies depending on the plan.

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(4) Enter the "Zoho Domain" and click [Test].
If there are no issues, click [Save] to complete the setup.
In this step, you can obtain information as output as shown below.
The output information can be quoted and utilized in the subsequent steps, as noted by "This value can be used in other operations."

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・Hot Profile Setup

(1) Finally, click the second action "Register Lead".

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(2) Enter the account information for the Hot Profile to be linked and click [Next].

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(3) On the post-migration screen, enter information in fields such as "Company ID" and "Location ID".
Clicking the input bar allows you to utilize the output obtained in the previous step, as shown in the screen below.

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(4) After entering the information, click [Test] and if there are no issues, click [Save].
This completes the setup.

・Turn On Trigger

By clicking the red-framed "Turn On Trigger" part of the screen below, the flow bot will automatically start.

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Here is the template used this time

Other Automation Examples Using Hot Profiles

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

Register in Hot Profile Report When an Email is Received

This is a recommended flow for those utilizing hot profiles.
You can automatically determine whether the content received by email should be registered and add only those that need to be registered.
By automating the sorting and input of information manually, you can increase the speed of sharing registered information and improve operational efficiency.

Extract email signature information using AI and register it, or confirm with the person in charge before registering business card information in Hot Profile

When an email is received, AI automatically reads the signature information and checks with the person in charge whether to register it in the business card information of Hot Profile.
Business card information is only registered if approved by the person in charge, preventing the registration of unnecessary information.

Transcribe and Summarize Meeting Content After Zoom Meeting Ends, and Register in Hot Profile Report Management

After a Zoom meeting ends, the content can be automatically transcribed and summarized, then registered in the Hot Profile report management.
Participants no longer need to create minutes, allowing them to focus on reviewing the meeting content and planning the next actions.

Summary

‍The integration of Zoho CRM and Hot Profile offers numerous benefits, such as reducing errors like input mistakes and speeding up sales activities.
By eliminating the hassle of manual data entry and conducting sales activities based on accurate information, you may enhance your competitiveness.

If you are aiming to streamline your business processes, be sure to utilize Yoom to experience automation through app integration.