Microsoft Outlook Sansan
Register business card information in Sansan based on the content of emails received in Outlook.
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Microsoft Outlook Sansan

Register business card information in Sansan based on the content of emails received in Outlook.

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■Overview

The workflow "Register business card information in Sansan based on the content of emails received in Outlook" is a business workflow that automatically registers business card information from emails into Sansan.
It streamlines daily email and business card management, significantly reducing effort. This prevents duplicate data entry and errors, enabling smooth business card management.

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■Recommended for

  • Business professionals who want to manage business card information from emails received in Outlook
  • Those who are already using Sansan and are spending time on manual business card registration
  • Corporate personnel considering automating information management to improve operational efficiency

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■Benefits of using this template

Since business card information is automatically registered in Sansan based on the content of emails received in Outlook, it eliminates the hassle of manual registration.
By reflecting the content received in Outlook in Sansan, centralized information management becomes possible, improving overall operational efficiency.
Automation prevents human errors in business card information registration, achieving accurate data management.

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About the Apps You Use
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
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Microsoft Outlook
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×
Sansan
Sansan
– See what else you can do.
About the apps you use
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Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
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Register business card information registered in Sansan to Notion.
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When a business card image is registered in Sansan, upload it to Google Drive.
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This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
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When a business card image is registered in Sansan, upload it to Google Drive.
When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
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Microsoft Outlook
Microsoft Outlook
×
+
+
+ + Sansan + +
+
Sansan
+
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
Microsoft Outlook
Sansan
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
    When business card information is registered
    When business card information is updated
    When business card information is updated (including tag updates)
    When business card information is updated (including tag updates)
    コンタクト情報が登録・更新されたら
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する（リマインド設定対応）
    タスクを作成する（リマインド設定非対応）
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
    Retrieve Business Card Information
    Register Business Card Data
    Register Business Card Image
    Retrieve Business Card Image
    Get Person Information
    Search Business Card Information
    List business cards
    コンタクト情報の一覧を取得
    Retrieve Business Cards (by Updated Date Range)
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する（リマインド設定対応）
    タスクを作成する（リマインド設定非対応）
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
Flowbot triggers
    When business card information is registered
    When business card information is updated
    When business card information is updated (including tag updates)
    When business card information is updated (including tag updates)
    コンタクト情報が登録・更新されたら
Flowbot operations
    Retrieve Business Card Information
    Register Business Card Data
    Register Business Card Image
    Retrieve Business Card Image
    Get Person Information
    Search Business Card Information
    List business cards
    コンタクト情報の一覧を取得
    Retrieve Business Cards (by Updated Date Range)
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Tab 2
Tab 3
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