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

  1. Apps
  2. Microsoft Outlook
  3. 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

‍

■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
×
Sansan
– See what else you can do.
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
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