Read business card images submitted through Google Forms using OCR and register them as contacts in Salesforce.

  1. Apps
  2. Salesforce
  3. Read business card images submitted through Google Forms using OCR and register them as contacts in Salesforce.
Try this Template
No items found.
Try this template
No items found.

■Overview

This is a flow where business card images submitted via Google Forms are read by OCR and registered as contacts in Salesforce.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

‍

‍■Recommended for

  • Sales representatives responsible for new customer acquisition who are spending a lot of time entering data from the many business cards they receive daily
  • Sales or customer support managers who prioritize quick follow-up after exchanging business cards to improve the quality of customer interactions
  • Sales representatives or team leaders who want to streamline the management of business card information
  • Those who wish to digitize and database paper business cards to promote DX (Digital Transformation) within the company

‍

■Benefits of using this template

With this flow, business card images submitted via Google Forms can be read by OCR and automatically registered as contacts in Salesforce.

By simply taking or scanning images and submitting the form, business card information is digitized, reducing the burden on staff and speeding up information sharing, allowing for smoother customer approaches and follow-ups.

Additionally, since business card images are automatically uploaded during data registration, it is easy to verify against the data.

このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Upload Gmail attachments to Google Drive and notify on Discord
Upload Gmail attachments to Google Drive and notify on Discord
Gmail
Read business card images submitted through Google Forms using OCR and register them as contacts in Salesforce.
Read business card images submitted through Google Forms using OCR and register them as contacts in Salesforce.
Salesforce
Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Salesforce
Read business card images received in Outlook using OCR and register them as contacts in Salesforce.
Read business card images received in Outlook using OCR and register them as contacts in Salesforce.
Salesforce
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Salesforce
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.
Salesforce
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Telegram.
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Telegram.
Salesforce
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Discord.
When the opportunity stage in Salesforce is marked as Closed Won, send a notification to Discord.
Salesforce
Read business card images received in Gmail using OCR and register them as contacts in Salesforce.
Read business card images received in Gmail using OCR and register them as contacts in Salesforce.
Salesforce
The business card image submitted through the form is read by OCR, registered as a contact in Salesforce, and a thank-you email is sent via Gmail.
The business card image submitted through the form is read by OCR, registered as a contact in Salesforce, and a thank-you email is sent via Gmail.
Salesforce
Read the business card image submitted through the form using OCR, register it as a contact in Salesforce, and send a thank-you email via Outlook.
Read the business card image submitted through the form using OCR, register it as a contact in Salesforce, and send a thank-you email via Outlook.
Salesforce
Automatically register inquiry emails received in Outlook as leads in Salesforce.
Automatically register inquiry emails received in Outlook as leads in Salesforce.
Microsoft Outlook
Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
Microsoft Excel
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
Salesforce
When a file is uploaded to Google Drive, back it up to OneDrive.
When a file is uploaded to Google Drive, back it up to OneDrive.
Microsoft OneDrive
Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel.
Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel.
Microsoft Excel
Extract text from images received through Google Forms and add it to Google Docs.
Extract text from images received through Google Forms and add it to Google Docs.
Google Docs
When you receive an invoice PDF via Google Forms, use OCR to add the itemized (table) information to Microsoft Excel.
When you receive an invoice PDF via Google Forms, use OCR to add the itemized (table) information to Microsoft Excel.
Microsoft Excel
Retrieve information from Microsoft Excel based on Google Form responses and send emails using Outlook.
Retrieve information from Microsoft Excel based on Google Form responses and send emails using Outlook.
Microsoft Excel
When there is a response in Google Forms, retrieve the data from Google Sheets and send it out in bulk via Gmail.
When there is a response in Google Forms, retrieve the data from Google Sheets and send it out in bulk via Gmail.
Google Sheets
When lead information is updated in Salesforce, update the data in Google Sheets.
When lead information is updated in Salesforce, update the data in Google Sheets.
Google Sheets
When there is a response in Google Forms, update the data in Google Sheets.
When there is a response in Google Forms, update the data in Google Sheets.
Google Sheets
When there is a response in Google Forms, add a record to the Google Sheet and copy it to another sheet.
When there is a response in Google Forms, add a record to the Google Sheet and copy it to another sheet.
Google Sheets
When a customer is created in WooCommerce, add them to Salesforce.
When a customer is created in WooCommerce, add them to Salesforce.
WooCommerce
Add tasks to Microsoft Excel and Outlook based on responses from Google Forms.
Add tasks to Microsoft Excel and Outlook based on responses from Google Forms.
Microsoft Excel
Here are some Similar Templates!
Record new lead information registered in Salesforce into a Google Spreadsheet.
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.
See details
When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
See details
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
See details
Read business card data using OCR and store it in Salesforce.
When you upload a business card image to the input form, the necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object. This can be useful when registering business card information collected from exhibitions or events into Salesforce. Business card images taken with a smartphone or other devices can be used without any issues.
See details
When a ToDo object is registered in Salesforce, add it to Notion.
When a ToDo object is registered in Salesforce, it is added to the Notion database. This flow allows the entire team to quickly share the progress of tasks. Since the Notion database can visualize tasks in various formats, team members can easily understand not only their own tasks but also the status of other members' tasks.
See details
Use Salesforce opportunity information to issue an invoice with Money Forward Cloud Invoice.
This is a flow for issuing invoices in Money Forward Cloud Invoice using Salesforce opportunity information. By automatically issuing invoices using the registered content in Salesforce, you can eliminate manual work and improve business efficiency.
See details
See all templates
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.
Learn more about Yoom
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
View all related templates
Learn more about Yoom
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
Related apps
Google Forms
Templates using
View all related templates
Learn more about Yoom
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
Related apps
Google Drive
Templates using
View all related templates
Learn more about Yoom
Salesforce
×
Google Forms
– See what else you can do.
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.
see details
templates
Similar apps
OnePageCRM
BetterContact
Synthflow AI Phone Calling
Insightly CRM
noCRM.io
Moxie
ServiceM8
Salesmate
Bird
Dropcontact
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see details
templates
Similar apps
Formsite
MoreApp Forms
Content Snare
Formbricks
Wufoo
Porsline
FillFaster
VideoAsk
Tripetto
formrun
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
see details
templates
Similar apps
PDF-app.net
Files.com
Amazon S3
Fileforce
Microsoft SharePoint
Dropbox
Google Drive
Microsoft OneDrive
Box
Salesforce
×
Google Forms
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
Salesforce
Google Forms
Google Drive
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2025/04/09
                  How to Integrate Applications
                  [Easy Setup] How to Automatically Create Quotes Using Salesforce Data
                  r.suzuki
                  2025/04/11
                  How to Integrate Applications
                  【Easy Setup】How to Automatically Connect Google Form Data to Microsoft Teams
                  s.ougitani
                  2025/04/08
                  How to Integrate Applications
                  [No Code Required] How to Automatically Integrate Google Forms Data with Slack
                  r.suzuki
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details