Sansanに名刺情報が登録されたら、Chatworkにタスクを追加する

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■概要

「Sansanに名刺情報が登録されたら、Chatworkにタスクを追加する」業務ワークフローは、名刺管理からフォロータスクの起票までを一気通貫で自動化します。Sansanで取り込んだ名刺情報をもとにChatworkへタスクを生成し、フォロー漏れや手作業の手間を減らせます。

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■このテンプレートをおすすめする方

Sansanで名刺管理をしているものの、営業フォローの抜け漏れが不安な営業担当者の方
Chatworkにタスクを手入力で追加しており、作業負荷を感じている総務・営業事務の方
SansanとChatworkの連携を社内で検討していて、具体的な自動化イメージを持ちたいIT担当者の方
名刺情報をチーム全体で共有し、迅速にアクションを起こしたいマネージャーの方

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■このテンプレートを使うメリット

タスク起票の自動化でフォロー漏れを防止、顧客対応品質の向上します。
手作業が減り、名刺登録からタスク管理までのリードタイムを短縮できます。
SansanとChatwork間の連携が継続的に稼働し、ミスを抑制できます。

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