Read business card images received in Gmail using OCR and register them as contacts in Salesforce.

■Overview

This is a flow that reads business card images received in Gmail using OCR and registers them as contacts in Salesforce.

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

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‍■Recommended for

1. Those who frequently exchange business cards

• Sales representatives or sales department managers aiming to streamline the input of business card information
• Those who want to smoothly proceed with follow-ups after exchanging business cards

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

• Those aiming to improve the accuracy of business card management
• Those who want to achieve quick follow-ups by utilizing business card information
• Those who want to promote the centralization of customer data management using Salesforce

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■Benefits of using this template

By implementing this flow, the OCR reading of business card images attached to emails received in Gmail, the data registration of Salesforce contacts, and the upload of business card images are automatically completed.

Since business card information is digitized simply by taking or scanning images and sending emails, the workload on the staff is reduced.

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