■Overview
This is a flow to register a spot in cyzen when business card information is registered in Sansan.
With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for
1. Those who manage business card information with Sansan
・Those who register business card information of clients in Sansan and use it for sales activities
2. Those who use cyzen for business
・Those who manually link information registered in Sansan to cyzen
■Benefits of using this template
If you are using Sansan and cyzen in different departments, you might find the information linkage each time to be a hassle.
Also, when transcribing information from Sansan to cyzen, there is a risk that input errors or omissions may occur, which can compromise the consistency of the information.
By automating the registration of spot information in cyzen, you can prevent manual input errors and omissions, and maintain data consistency between tools.
Since cyzen's data is always updated, there is no worry about delays in information linkage, allowing you to focus on sales activities.
■Notes
・Please link Yoom with both Sansan and cyzen.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connection of the flow bot you set will result in an error, 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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