When an account is registered in Zoho CRM, create a folder for each account in Box.

■Overview

This flow creates a folder in Box for each account when an account is registered in Zoho CRM.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Those who use Zoho CRM for business

・Those who want to smoothly organize related documents and share them with team members after registering account information

2. Those who use Box for file management

・Those who spend a lot of time on document management and want to improve work efficiency

・Those who want to speed up file sharing among multiple sales representatives and achieve centralized management of customer information

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■Benefits of using this template

With this flow, folders in Box are automatically created based on the information registered in Zoho CRM.

This eliminates the need for manual folder creation, preventing human errors such as forgetting to create or creating duplicates, and allows for smooth document management.

Additionally, folder naming conventions are standardized, enabling the establishment of a consistent document management system.
This allows easy access to organized related materials, forms, contracts, etc., for each account.

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■Notes

・Please integrate Yoom with both Zoho CRM and Box.