■Overview
This is a flow that registers a task in Trello when a record is updated in Hot Profile.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those using Hot Profile
・Those managing customer information and sales activities
・Those manually transferring updates to task management tools based on status updates
2. Those using Trello for work
・Leaders managing project tasks
・Those who want to efficiently reflect tasks occurring in Hot Profile into Trello
■Benefits of using this template
When managing records updated in Hot Profile as tasks in Trello, the task of transferring each time is cumbersome.
Additionally, since tasks arise according to updates in Hot Profile, there is a risk of delays or omissions in adding them to Trello.
With this flow, you can automate task registration in Trello when a deal in Hot Profile reaches the deal stage of being won.
Since you can register tasks in Trello based on the status in Hot Profile, there is no need for the cumbersome task of checking and registering records in Hot Profile.
You can always manage Trello tasks in their latest state, allowing for smooth task management.
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