■Overview
This is a flow that adds tasks registered in Jooto to Zoho CRM.
With Yoom, you can easily achieve this flow without any programming, allowing for seamless integration between applications.
■Recommended for
1. Those who manage tasks with Jooto
・Those managing project tasks
・Those who want to streamline integration with Zoho CRM
2. Those who utilize Zoho CRM in their work
・Sales representatives managing customer information
・Those who want to streamline the addition of sales tasks
■Benefits of using this template
When using both Jooto and Zoho CRM for project and customer management, sharing tasks can be a hassle.
Every time a task is registered, information needs to be shared, which can complicate the process and potentially decrease overall team productivity.
With this flow, when a task is registered in Jooto, it can be automatically added to Zoho CRM, streamlining task sharing.
This ensures that tasks are added to Zoho CRM without omission, preventing project delays and facilitating smooth task management.
Additionally, team members can always access the latest information, enhancing project transparency.
■Notes
・Please integrate both Jooto and Zoho CRM with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval may vary depending on your plan.
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