The business card image submitted through the form is read by OCR, registered as a contact in Salesforce, and a thank-you email is sent via Gmail.

■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 Gmail.

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 aiming to streamline the input of business card information
• Those who want to promptly send thank-you emails during initial customer interactions

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

• Those aiming 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 centralize customer data management 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 via Gmail, based on the business card images submitted through the form.

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

Business card information is digitized simply by taking or scanning an image and submitting it through the form, reducing the workload on the person in charge.

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