■Overview
This is a flow that adds tasks to kintone when they are registered in Zoho CRM.
■Recommended for
1. Those who use Zoho CRM for managing sales activity tasks
・Those who manage tasks related to customer interactions
・Sales department members who are streamlining sales activities with Zoho CRM
2. Those who manage tasks centrally with kintone
・Those who use kintone's database for task management
・Those who want to automatically link tasks managed with other tools to kintone
■Benefits of using this template
Zoho CRM has task management features related to sales activities, which are useful for progress management within the team.
However, if you are managing tasks separately for sales and the entire team using different tools, you might find the registration process cumbersome and tedious.
This template allows tasks registered in Zoho CRM to be automatically added to kintone, enabling seamless task management in kintone.
By automating task additions to kintone, you can eliminate duplicate registrations of sales tasks and streamline registration processes between tools.
Additionally, it helps prevent omissions or input errors when registering tasks in kintone, facilitating smooth project management.
■Notes
・Please integrate both Zoho CRM and kintone with Yoom.
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