Register the information entered in Google Forms into Sansan.

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■Overview

This is a flow to register information entered in Google Forms into Sansan.

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■Recommended for‍

1. Those in charge of form operations

・Those who operate customer surveys or inquiry forms using Google Forms

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2. Those who manage customer data with CRM tools

・Those who use Sansan to centrally manage customer data

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■Benefits of using this template

Google Forms can be customized to meet business needs and help streamline data collection.
Additionally, in situations where face-to-face business card exchanges are difficult, using Google Forms allows for the exchange and collection of contact information regardless of location.

However, if you manually register collected business card data into Sansan, registering each entry one by one is time-consuming and inefficient.
By using this template, even if there are many business card entries, data registration into Sansan is done seamlessly, reducing the burden of management tasks.

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■Notes‍

・Please integrate both Google Forms and Sansan with Yoom.

・For information on how to obtain response content when using Google Forms as a trigger, please refer to here.

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use

Google Forms

Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

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Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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