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

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

  • Sales representatives or sales department managers who want to efficiently digitize business card information
  • Those who want to smoothly approach customers after exchanging business cards


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

  • Those who want to quickly proceed with follow-ups by utilizing business card information
  • Those who aim for centralized management of customer information in Salesforce
  • Those who aim to improve the efficiency of customer management and achieve digital transformation

‍

■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.

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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.
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