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

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■Overview

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

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■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

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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

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■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.

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■Notes‍

・Please integrate both Zoho CRM and GitHub 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.

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Zoho CRM

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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.

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