■Overview
This is a flow where business card images received in Outlook are read via OCR, registered as contacts in Salesforce, and a thank-you email is sent from Outlook.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who frequently exchange business cards
2. Those who want to efficiently manage customer business card data
■Benefits of using this template
By implementing this flow, the registration of contacts in Salesforce and the sending of thank-you emails in Outlook are automated based on business card images attached to received emails in Outlook.
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 of the person in charge.
Sales and customer support representatives can smoothly proceed with customer approaches and follow-ups.