Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.

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■Overview

This is a flow where business card images received in Gmail are read by OCR, registered as contacts in Salesforce, and a thank-you email is sent 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 who exchange many business cards daily and spend a lot of time manually entering information
Those who want to smoothly proceed with follow-ups after exchanging business cards

2. Those who want to efficiently manage customer business card data

Those who want to achieve quick follow-ups by utilizing business card information
Those who want to seamlessly manage customer information in Salesforce
Those promoting efficiency in customer management and digital transformation

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■Benefits of using this template

By implementing this flow, the registration of contacts in Salesforce and the sending of thank-you emails in Gmail are automated based on business card images attached to received emails in Gmail.

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 images and sending emails, reducing the workload on staff.

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

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce

Templates using

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Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

Related apps

Notion