Read business card images submitted through Google Forms using OCR and register them in Zoho CRM.

■Overview

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

By using Yoom, you can easily integrate apps without the need for programming.

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‍■Recommended for

1. Those who frequently exchange business cards

・Those who want to improve work efficiency by digitizing business card information

2. Those who use Zoho CRM for business

・Those who consolidate lead information in Zoho CRM and utilize it for sales and marketing activities

・Those who want to efficiently manage lead and customer information by reducing the burden of registration tasks

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■Benefits of using this template

With this flow, you can automatically register business card images submitted via Google Forms into Zoho CRM using OCR.

Since there is no need to manually input business card information, the workload on staff is reduced, allowing for smoother follow-ups.

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■Notes

・Please integrate Yoom with Google Forms, Google Drive, and Zoho CRM.

・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot 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 restricted apps and AI features (operations).

・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

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

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