■Overview
This is a flow that creates a task in Zoho CRM when a task is registered in Wrike.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Zoho CRM for managing sales tasks
・Those who manage tasks daily according to leads
・Those who use centralized customer information management to improve sales efficiency
2. Those who use Wrike for centralized task management within the team
・Those who visualize and share project progress
・Those who want to automatically link Zoho CRM sales tasks with Wrike
■Benefits of using this template
Zoho CRM is a tool that can enhance the transparency of sales activities and strengthen team collaboration.
Since task management in sales activities can also be managed with Zoho CRM, it allows for visualization of the status of each lead and enables follow-up at the appropriate time.
However, if you are managing team tasks centrally by linking tasks registered in Wrike with Zoho CRM, the registration process each time can be cumbersome.
By utilizing the flow of [creating a task in Zoho CRM when a task is registered in Wrike], you can streamline task management operations.
Tasks within the team can be smoothly shared in Wrike, preventing task omissions and improving project achievement levels.
■Notes
・Please integrate Yoom with both Zoho CRM and Wrike.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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