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

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

Yoom's GitHub &  Zoho CRM  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow that adds a task to GitHub when it is registered in Zoho CRM.

■Recommended for

1. Those who use Zoho CRM for managing sales tasks

・Those who manage sales-related tasks with Zoho CRM

・Those who use Zoho CRM for managing deal progress and leads

2. Those who manage tasks within a team

・Those who manage tasks using GitHub

・Those who want to streamline task management by integrating Zoho CRM and GitHub


■Benefits of using this template

Zoho CRM can streamline customer interactions and facilitate smooth sales activities.
However, if you manage tasks separately for sales-related and other operations, overall project task management can become complicated.

This template allows tasks registered in Zoho CRM to be automatically added to GitHub, streamlining management tasks.
Since all project tasks are consolidated in GitHub, it aids in task visualization and facilitates smooth information sharing within the team.

Additionally, it can prevent incorrect entries or omissions in GitHub, ensuring smooth project operations.

■Notes

・Please integrate both Zoho CRM and GitHub with Yoom.

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About the Apps You Use
GitHub
GitHub
Templates using

Automatically add users to a specified GitHub repository using information from the Yoom database. Create and utilize a database in Yoom to manage employee information, among other things.

Automatically add new or updated GitHub issues to a Google Spreadsheet.

This flow adds an issue created on GitHub to Trello. By utilizing this flow, you can eliminate manual input errors. Additionally, by saving the time spent on manual tasks and allocating it to other work, you can resolve tasks quickly and improve productivity.
Zoho CRM
Zoho CRM
Templates using

This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.

When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍

When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
About the apps you use
GitHub
Yoom allows you to utilize GitHub's API without any coding. You can automatically create new issues or add users to a repository using GitHub's API. Additionally, it is possible to synchronize GitHub issue information with Yoom's database.
see details
Templates

Automatically add users to a specified GitHub repository using information from the Yoom database. Create and utilize a database in Yoom to manage employee information, among other things.

Automatically add new or updated GitHub issues to a Google Spreadsheet.

This flow adds an issue created on GitHub to Trello. By utilizing this flow, you can eliminate manual input errors. Additionally, by saving the time spent on manual tasks and allocating it to other work, you can resolve tasks quickly and improve productivity.
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.
see details
Templates

This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.

When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍

When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
Templates
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    When an Issue is Closed (Webhook Trigger)
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