When a lead is created in Zoho CRM, register the lead in the hot profile.

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■Overview

This is a flow where a lead is registered in Hot Profile when a lead is created in Zoho CRM.

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■Recommended for

1. Marketing and sales personnel who want to strengthen lead nurturing

・Those who want to streamline their approach to prospective customers and improve conversion rates

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

・Those who want to save the hassle of manually registering in Hot Profile and improve operational efficiency

■Benefits of using this template

Zoho CRM allows centralized management of customer information and sales activities, improving the efficiency of sales activities.
However, when operating separately from Hot Profile, you may find it cumbersome to reflect leads created in Zoho CRM into Hot Profile each time.

By utilizing this template, when a lead is created in Zoho CRM, the lead information is automatically registered in Hot Profile.
With the automation of lead registration in Hot Profile, manual work becomes unnecessary, and human errors can be prevented.

■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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