Read business card images submitted via Google Forms using OCR and register them in Pipedrive.

■Overview

This is a flow that reads business card images submitted via Google Forms using OCR and registers them in Pipedrive.

By using Yoom, you can easily connect 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 Pipedrive for business

・Those who aggregate lead information in Pipedrive and utilize it for sales activities

・Those who want to reduce the burden of registration work and efficiently manage lead and customer information

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■Benefits of using this template

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

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

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■Notes

・Please connect Google Forms, Google Drive, and Pipedrive with Yoom.

・AI operations are functions available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set 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 functions (operations).

・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.

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