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

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■Overview

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

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■Recommended for‍

1. Those who manage sales tasks using Zoho CRM

・Sales teams that have implemented Zoho CRM

・Those who manage tasks related to deals and customer interactions in Zoho CRM

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2. Those who use Backlog for task management

・Project managers who handle daily task management

・Those who utilize Backlog for sharing tasks within the team

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■Benefits of using this template

Zoho CRM allows centralized management of customer information, enhancing sales efficiency.
While Zoho CRM can manage sales tasks, if your team uses another task management tool for centralized task management, you might find additional work cumbersome.

This template automates the addition of tasks to Backlog when they are registered in Zoho CRM.
If you are registering sales tasks in other tools as well, manual work becomes unnecessary, thus streamlining operations.

Additionally, as tasks within the team become visible, progress management becomes easier.

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■Notes‍

・Please integrate both Zoho CRM and Backlog 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

Templates using

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Backlog

Yoom allows you to integrate with Backlog's API without any code, enabling the automation of various tasks. You can automatically add issues or comments to Backlog and easily connect information from Backlog with various SaaS platforms such as kintone, Google Sheets, and Salesforce. Additionally, you can automatically sync Backlog's project and issue information to Yoom's database for use in various applications.

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