■Overview
This is a flow that sends emails via Gmail using record information from kintone and records the sending history.
By using a trigger with a Chrome extension, you can directly activate the trigger from kintone.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use kintone for business
・Those who frequently send emails based on information managed in kintone
・Those who want to accurately and promptly record customer interaction history in a database and enhance information sharing within the team
・Those who want to centrally manage the progress of business operations while achieving timely customer follow-up
2. Those who use Gmail for business
・Those who want to streamline operations by reducing the effort of sending emails
・Those who find email history management cumbersome and want to prevent omissions
■Benefits of using this template
With this flow, you can send template emails via Gmail using registration information from the kintone record detail page and automatically record the history.
By reducing the effort required for creating emails and entering information for sending history, work efficiency is improved.
You can freely customize the email content and recipients according to the database information and business objectives, such as notifying customers of upcoming meetings, sharing transaction-related information, making requests to suppliers, and sharing information within the company.
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