■Overview
This flow creates a folder in Dropbox for each account when it is registered in Zoho CRM.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.
■Recommended for
1. Those who use Zoho CRM for business
・Those who want to quickly organize related documents and share them with team members after registering account information
2. Those who use Dropbox for file management
・Those who want to reduce the hassle of document management and improve business efficiency
・Those who want to achieve faster file sharing and centralized management of customer information among multiple sales representatives
■Benefits of using this template
With this flow, folders in Dropbox 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 duplicate creation, 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 documents, forms, contracts, etc., for each account.
■Notes
・Please integrate Yoom with both Zoho CRM and Dropbox.
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