Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.

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■Overview

This flow retrieves customer information from kintone at a specified date and time and sends a template email via Gmail.

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

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‍■Recommended for

Sales or customer support representatives at companies managing customer information with kintone
Those who find it cumbersome to send regular follow-up emails to customers
Corporate sales representatives or assistants who want to send reminder emails to customers in line with contract renewal periods or deadlines
Those who wish to schedule and send coupons or campaign information to multiple customers who meet certain criteria

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■Benefits of using this template

By implementing this flow, template emails in Gmail are automatically sent based on customer information managed in kintone, according to a specified schedule.

Reminders aligned with contract renewal periods or deadlines, birthday greetings or coupons for individual customers, and campaign information based on purchased products or purchase frequency are automated.

This eliminates the need for manual information retrieval and email creation/sending, preventing errors in recipient addresses and missed sends.

Additionally, using templated emails ensures consistent quality communication.

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About the Apps You Use

Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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Templates using

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kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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