When a task is registered in Zoho CRM, add it to Notion.

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■Overview

This is a flow that adds tasks to Notion when they are registered in Zoho CRM.

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■Recommended for‍

1. Those who use Zoho CRM for business

・Those managing tasks arising with clients

・Sales teams utilizing Zoho CRM for sales activities

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2. Those who manage tasks with Notion

・Those who centrally manage team tasks in Notion

・Those who link tasks added to Zoho CRM with Notion

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■Benefits of using this template

Zoho CRM is a system that allows for the management of customer information and tracking of deals, enabling the registration of tasks necessary for sales activities, thus facilitating smooth sales operations.
However, when managing tasks using multiple tools, the data integration work that occurs each time can be cumbersome.

This template allows tasks to be automatically added to Notion records when they are registered in Zoho CRM.
If you centrally manage team tasks in Notion, you no longer need to manually transfer task information from Zoho CRM each time, thus streamlining management tasks.

Additionally, it can prevent input errors and omissions, allowing for smoother task management.

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■Notes‍

・Please integrate both Zoho CRM and Notion with Yoom.

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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

Related apps

Zoho CRM

Templates using

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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

Related apps

Notion