Register business card information in Sansan based on the content of emails received in Outlook.
Register business card information in Sansan based on the content of emails received in Outlook.
Launch this workflow to connect
Microsoft Outlook &
Sansan
!
■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.
■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
■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
Templates using
Microsoft Outlook
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Sansan
Templates using
Sansan
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
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.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
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.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Outlook.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
Add a note to HubSpot based on the content of an Outlook email
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Automatically create a case in Salesforce from support request emails received in Outlook.
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.
see detailsTemplates
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
Register business card information registered in Sansan to Notion.
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.
When a business card image is registered in Sansan, upload it to Google Drive.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
When a business card is registered in Sansan, add it as a registrant to the Zoom webinar.
No-Code API Actions
Executable API actions
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 attachments
Delete an event from a specified user's calendar
Update an event in a specified user's calendar
Delete an event from your calendar
Update an event in your 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 events in my calendar
Search events in a specified user’s calendar
Find meeting times
Get calendar view
Get email messages
Move message
Get a specific message
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your 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 events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific message
Flowbot triggers
When business card information is registeredWhen business card information is updatedWhen 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 InformationRegister Business Card DataRegister Business Card ImageGet Business Card ImageGet Person InformationSearch Business Card InformationList business cardsコンタクト情報の一覧を取得Retrieve Business Cards (Date Range)More inspiration for you
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