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

■Overview

This flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending 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 who exchange many business cards daily and spend time manually entering information
• Those who want to smoothly approach contacts after exchanging business cards

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

• Those who want to expedite follow-ups by utilizing business card information
• Those who want to achieve centralized management of customer information in Salesforce
• Those promoting efficiency improvements 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 via Outlook are automated based on business card images attached to received Gmail emails.

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 sending an email, reducing the workload on staff.

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