■Overview
This is a flow to update customer information in Sasuke when a schedule is changed in TimeRex.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who manage schedules with TimeRex
・Those who use TimeRex to coordinate schedules with customers but find it cumbersome to update customer information due to frequent schedule changes
・Those who want to automatically reflect the latest customer information to improve work efficiency
2. Companies using Sasuke as a CRM tool
・Those who have registered customer information in Sasuke but find manual information updates time-consuming
・Those who want to keep the latest customer information without missing schedule changes
■Benefits of using this template
By linking TimeRex and Sasuke, the update of customer information due to schedule changes is automated.
This allows staff to eliminate double entry and manual checks, saving time and improving work efficiency.
Additionally, as the latest information is reflected, the accuracy of customer interactions improves, leading to an enhanced customer experience.
■Notes
・Please link Yoom with both TimeRex and Sasuke.
・Branching is a feature available in the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).