■Overview
This is a flow that adds a task to Zoho CRM when an application is made in kickflow.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who are utilizing kickflow for application tasks
・Companies that have implemented kickflow to improve the efficiency of application tasks
・Those who manage application tasks with other tools
2. Those who use Zoho CRM for business operations
・Those who manage task progress with Zoho CRM
・Those who want to improve efficiency by integrating with kickflow
■Benefits of using this template
The advantage of kickflow is that it can streamline various application tasks into workflows.
However, it is necessary to manage the corresponding tasks after each application, and manually adding tasks each time is time-consuming.
With this flow, tasks can be automatically added to Zoho CRM when an application is made in kickflow, eliminating the need for manual additions.
Since you can centrally manage tasks in Zoho CRM, it helps prevent missed tasks and confusion in prioritization, thereby improving the overall speed of operations.
Additionally, information sharing based on Zoho CRM can be done quickly, facilitating smooth alignment with team members.
■Notes
・Please integrate Yoom with both kickflow and Zoho CRM.
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