■Overview
This is a flow to register a spot in cyzen when a client is registered in Hot Profile.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those using Hot Profile
・Those managing customer data centrally
・Those who want to efficiently integrate information managed in Hot Profile with other tools
2. Those utilizing cyzen in their work
・Those managing visit records and work details based on spot information
・Those reflecting information registered in Hot Profile into cyzen as needed
■Benefits of using this template
Registering spot information in cyzen contributes to efficient information sharing within the team.
However, if spot information is not registered in cyzen in a timely manner, there is a risk of waiting times or manual verification of client information.
In this flow, when a client is registered in Hot Profile, you can register spot information in cyzen, allowing for timely information sharing.
Timely registration of spot information in cyzen enables speedy information sharing among team members, thus improving work efficiency.
Additionally, since you can check cyzen while on the go, you can manage records and work details based on the latest information.
■Notes
・Please integrate both Hot Profile and cyzen with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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