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

■Overview

This is a flow to add tasks to Jooto when they are registered in Zoho CRM.

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■Recommended for‍

1. Those who use Zoho CRM for sales activities

・Those who use Zoho CRM for centralized management of sales activity data

・Those who manage sales tasks with Zoho CRM

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2. Those who use Jooto for centralized task management

・Those who utilize Jooto for team task management

・Project managers who manage multiple projects with Jooto

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■Benefits of using this template

Zoho CRM helps streamline sales processes and allows for speedy customer response.
Additionally, by using Zoho CRM's task management feature, you can manage tasks for each customer, making follow-ups smoother.

However, when sales tasks managed in Zoho CRM are also integrated with other tools for centralized task management, there is a possibility of input errors or omissions.
This template allows tasks to be automatically registered in Jooto when they are registered in Zoho CRM, preventing human errors.

You can seamlessly register tasks in Jooto, reducing the workload for management tasks.

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■Notes‍

・Please integrate both Zoho CRM and Jooto with Yoom.