Read the business card image submitted via Google Forms using OCR and register it in Hot Profile.

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■Overview

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

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 Hot Profile for business

・Those who want to consolidate lead information in Hot Profile and utilize it for sales activities

・Those who want to improve the efficiency of managing lead and customer information by reducing the burden of registration work

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■Benefits of using this template

With this flow, you can automatically register business card images submitted via Google Forms as leads in Hot Profile by reading them with OCR.

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

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■Notes

・Please integrate Google Forms, Google Drive, and Hot Profile with Yoom.

・AI operations are only available in 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 functions (operations).

・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.

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

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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About the Apps You Use

Google Forms

Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

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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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Google Drive

Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.

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