When a lead is created in Hot Profile, also create a lead in Zoho CRM.

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■Overview

This is a flow that creates a lead in Zoho CRM when a lead is created in Hot Profile.

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■Recommended for

1. Those who want to integrate Zoho CRM with Hot Profile to streamline customer management

・Those who want to improve operational efficiency by eliminating the manual task of registering in Zoho CRM

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2. Those who want to manage customer information centrally

・Those who want to maintain data consistency and efficiently conduct marketing and sales activities by managing customer information centrally

■Benefits of Using This Template

Zoho CRM allows you to centrally manage information related to sales activities, reducing the burden of customer management tasks.
However, when aggregating lead information in Hot Profile, you might find it cumbersome to add leads created in Hot Profile each time.

By utilizing this template, you can automatically add lead information created in Hot Profile to Zoho CRM.
Automating lead creation in Zoho CRM eliminates the need for manual data entry, enhancing both the speed and accuracy of operations.

■Notes‍

・Please integrate both Hot Profile and Zoho CRM with Yoom.

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About the Apps You Use

Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

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Hot Profile

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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

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