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

■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.