■Overview
This is a flow to add a new contact to the SendGrid contact list when a reservation is registered in STORES Reservation.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those using STORES Reservation
・Business owners looking to streamline reservation management
・Those utilizing STORES Reservation for schedule registration and management
2. Those managing contacts in SendGrid
・Those managing customer information from STORES Reservation
・Marketing personnel sending campaigns via email from SendGrid
■Benefits of using this template
If you manage information registered in STORES Reservation with SendGrid's contact list, manual data entry can be time-consuming and cumbersome.
Moreover, if there are errors in the entered values, there is a risk of opportunity loss.
With this flow, when a reservation is registered in STORES Reservation, you can add contact information to SendGrid, streamlining manual tasks.
By eliminating manual tasks in SendGrid, you can prevent input errors, ensuring accurate email delivery.
Even if there are reservations outside of business hours, new contacts can be automatically added to SendGrid, reducing the workload for staff.
■Notes
・Please integrate STORES Reservation and SendGrid with Yoom.
・By utilizing AI features, you can separate the customer's name in STORES Reservation into "last name" and "first name."
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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