■Overview
This is a flow to register leads in Zoho CRM from signature information in received emails.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who want to manage lead information using Zoho CRM
・Those who use email regularly and find it cumbersome to manually register leads from signature information
・Those who want to manage customer information more efficiently by automating lead registration
■Benefits of using this template
By linking Zoho CRM with email, you can register signature information from received emails as lead information without hassle.
This eliminates the need for manual input of lead information, which can improve work efficiency.
The time saved can be allocated to other tasks, contributing to increased productivity.
Additionally, you can manage lead information quickly and accurately, ensuring you don't miss follow-up opportunities and can capitalize on business opportunities.
Furthermore, reducing manual input errors will likely improve data accuracy.
■Notes
・Please link Zoho CRM with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set for Flowbot will result in errors, so please be aware.
・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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