Sansanで名刺情報が更新されたら、ホットプロファイルにリードを登録する

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  3. Sansanで名刺情報が更新されたら、ホットプロファイルにリードを登録する
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■概要

「Sansanで名刺情報が更新されたら、ホットプロファイルにリードを登録する」ワークフローは、Sansanに取り込んだ名刺データを検知し、自動でホットプロファイルにリード作成します。
二重入力や登録漏れをなくし、営業フォローへの橋渡しをスムーズにサポート！

‍

■このテンプレートをおすすめする方

  • 日々大量の名刺をSansanで一元管理している営業担当の方
  • ホットプロファイルにリードを手動で登録しているマーケティング担当の方
  • Sansanとホットプロファイル間の登録漏れやタイムラグが気になるチームリーダーの方
  • 名刺登録からフォロー業務までをシンプルにまとめたい経営者の方
  • IT運用をスマートに自動化したい情報システム担当者の方

‍

■このテンプレートを使うメリット

  • Sansan→ホットプロファイルを自動連携し、手動登録ゼロ。
  • 登録漏れ・重複を防ぎ、データ精度を維持。
  • リアルタイム同期で即フォロー、営業機会を逃さない。
このテンプレートを試してみる
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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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