Read the business card image submitted through the form using OCR, register it as a contact in Salesforce, and send a thank-you email via Outlook.

■Overview

This flow reads business card images submitted through a form using OCR, registers them as contacts in Salesforce, and sends a thank-you email via Outlook.

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

1. Those who frequently exchange business cards

• Sales representatives or department heads who want to streamline the input of business card information
• Those who wish to quickly send thank-you emails during initial customer interactions

2. Those looking to improve the efficiency of managing business card data and contacts

• Those who want to enhance the accuracy of business card management
• Those who want to achieve quick follow-ups by utilizing business card information
• Those who want to advance centralized management of customer data using Salesforce
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■Benefits of using this template

This flow automates the registration of contacts in Salesforce and the sending of thank-you emails to the email addresses listed on the business cards, based on the images submitted through the form.

When registering data in Salesforce, business card images are automatically uploaded, making it easy to verify against the data.

Business card information is digitized simply by taking or scanning an image and submitting the form, reducing the workload on staff.

Sales and customer support representatives can smoothly proceed with customer approaches and follow-ups.