■Overview
This is a flow to add customer information to Sansan when a schedule is registered in TimeRex.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage schedules using TimeRex
・Sales administration personnel who want to automatically register customer information when schedule adjustments are completed
2. Companies using Sansan as a business card management tool
・Those who are digitizing business card information using Sansan but want to eliminate the hassle of manually adding customer information every time a schedule is registered
■Benefits of using this template
When a schedule is registered in TimeRex, customer information is automatically added to Sansan, eliminating the need for manual data entry.
This improves work efficiency, allowing employees to focus on other important tasks.
Additionally, reducing manual entry decreases the risk of human errors such as input mistakes.
This improves data accuracy.
■Notes
・Please connect both TimeRex and Sansan with Yoom.
・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 two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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