When a reservation is registered in STORES, register the person's information in Pipedrive.

■Overview

This is a flow to register person information in Pipedrive when a reservation is made in STORES Reservation.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

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‍■Recommended for

• Those who find it time-consuming to transfer information from STORES Reservation to Pipedrive and want to reduce working hours
• Those who want to speed up follow-ups immediately after reservations and strengthen relationship building with customers
• Those who want to achieve more accurate customer management by reducing input errors in reservation data
• Sales team leaders who want to prevent missing leads
• Companies that are expanding multiple businesses and aim for smooth sharing of reservation information between departments

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■Benefits of using this template

With this flow, you can automatically register person information in Pipedrive based on reservation information from STORES Reservation.

Since the information of the reservers is quickly shared between systems, sales representatives can follow up in a timely manner after reservations.
This is expected to strengthen relationship building with customers.

Additionally, as information is automatically reflected, it becomes easier to prevent missing leads and share with other business representatives, achieving efficiency and visibility in sales activities.