■Overview
This is a flow to register leads in Zoho CRM from signature information in emails received in Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who want to streamline email management in Gmail
・Those who frequently use Gmail for work or business and want to quickly import email content into CRM to streamline customer management
・Those who want to eliminate the hassle of manually registering signature information into CRM and reduce input errors
2. Companies or individuals using Zoho CRM
・Those who are already utilizing Zoho CRM and want to strengthen integration with Gmail
・Those who want to automatically generate leads from emails to streamline sales activities
■Benefits of using this template
By using this flow, you can automatically register leads in Zoho CRM from customer emails received in Gmail.
This eliminates the need for manual lead input, improving operational efficiency.
Furthermore, quick lead registration enables speedy follow-up when inquiries are received.
This enhances customer engagement and can lead to increased sales.
Additionally, since information is automatically extracted from emails, input errors and data inconsistencies can be prevented.
As a result, accurate and consistent lead management is possible, improving the quality of sales activities.
■Notes
・Please connect both Gmail and Zoho CRM with Yoom.
・You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, 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 two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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