■Overview
This is a flow to register leads in Zoho CRM from signature information in emails received in Outlook.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who regularly check emails using Outlook
・Those who want to quickly manage leads by utilizing email signature information
2. Companies that have implemented Zoho CRM for customer management
・Those who want to efficiently add lead information to Zoho CRM to strengthen sales activities
■Benefits of using this template
By automatically registering signature information from emails received in Outlook as leads in Zoho CRM, there are many benefits.
By eliminating the need to manually input information, input errors are reduced, and data accuracy is improved.
Additionally, since lead information is quickly registered in the CRM, you can follow up immediately and not miss business opportunities.
Furthermore, by automatically registering leads based on email signature information, work efficiency is increased, allowing you to focus on other important tasks.
■Notes
・Please connect both Zoho CRM and Outlook with Yoom.
・You can choose 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.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・AI operations are available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set 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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