Google Formで送信された名刺画像をOCRで読み取りSansanに登録する

■Overview

This flow reads business card images submitted via Google Forms using OCR and registers them in Sansan.

With Yoom, you can easily integrate apps without programming, making it easy to implement this flow.

‍

‍■Recommended for

1. Those who frequently exchange business cards

・Those who want to reduce the effort required to manage business card information

・Those who want to digitize business card information and reflect it in business tools

2. Those who use Sansan for business

・Those who aggregate lead information in Sansan and utilize it for marketing, sales activities, customer support, etc.

・Those who want to streamline lead and customer information management by reducing the burden of registration work

‍

■Benefits of using this template

With this flow, it is possible to read images submitted via Google Forms using OCR and automatically register them as business card information in Sansan.

Since there is no need to manually input business card information, the workload on the person in charge is reduced, allowing for smooth follow-up.

‍

■Notes

・Please integrate Google Forms, Google Drive, and Sansan with Yoom.

・Integration with Sansan and AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

・For information on how to obtain responses when using Google Forms as a trigger, please refer to here.