■Overview
This is a flow to register customer information in Sansan when a reservation is registered in STORES Reservation.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use STORES Reservation for business
・Those who use STORES Reservation for initial use reception
・Those who accept applications for briefings or seminars via STORES Reservation
2. Those who use Sansan for business
・Those who manage lead or customer information with Sansan
・Those aiming to reduce the workload of information registration tasks
■Benefits of using this template
STORES Reservation is a useful tool for managing reservation information, but if you want to use the information of the reservers in Sansan, manually transcribing each time can be cumbersome.
With this flow, when a new reservation is registered in STORES Reservation, customer information can be automatically registered in Sansan.
This eliminates the need for transcription, allowing staff to spend time on more value-added tasks and enabling quick customer response.
Additionally, by reducing manual input, the risk of human error is minimized, improving the accuracy of customer data.
■Notes
・Please link STORES Reservation 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 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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