Create a task in Zoho CRM when an application is submitted in CollaboFlow.

■Overview

This is a flow that creates a task in Zoho CRM when an application is made in CollaboFlow.

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■Recommended for

1. Companies utilizing CollaboFlow in their operations

・General affairs personnel automating application and approval processes

・Team leaders who check the progress of tasks and manage task completion‍

2. Those who want to manage tasks in Zoho CRM based on application content

・Those who want to efficiently manage tasks linked to application content

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3. Those who want to streamline the entire business process by integrating CollaboFlow and Zoho CRM

・Those who aim to improve productivity by streamlining the entire business process

■Benefits of using this template

By integrating CollaboFlow with Zoho CRM, you can streamline internal approval processes and prevent omissions in operations. Additionally, Zoho CRM can be utilized not only for customer management but also for managing internal operations.

Moreover, since team members can always check the latest information, the transparency of application content is improved.

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■Notes‍

・Please integrate both CollaboFlow and Zoho CRM with Yoom.