When a client is registered in Hot Profile, register a spot in Cyzen.

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■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.

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‍■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

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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

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■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.

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■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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About the Apps You Use

cyzen

Yoom allows integration with cyzen's API without code, enabling the automation of cyzen operations via the API. For example, you can register information from Google Sheets or kintone on cyzen as spot entries, or notify Slack or Chatwork of reports registered on cyzen. *Using the cyzen API requires a subscription to cyzen's Pro Plan or the API option.

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cyzen

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Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

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Hot Profile

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