クラウドサインで特定条件に合う契約が締結したら、楽楽販売にレコードを登録する

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■概要

「クラウドサインで特定条件に合う契約が締結したら、楽楽販売にレコードを登録する」ワークフローは、契約成立時の情報登録作業を自動化します。
クラウド経由で契約情報が管理システムに反映されるため、記録漏れを防げます。

■このテンプレートをおすすめする方

  • クラウドサインを利用して契約業務を行っている方
  • 契約の進捗管理や情報登録を人手で行っており、作業負担や入力ミスに課題を感じている方
  • 締結された契約情報をスピーディに楽楽販売へ反映したいと考えている方
  • 楽楽販売で契約情報の一元管理や業務効率化を目指している企業
  • 契約状況の把握や次の業務フローへの連携を迅速に進めたい方

■このテンプレートを使うメリット

このフローを活用すると、クラウドサインで条件に合致した契約がスムーズに楽楽販売へ登録されます。
自動でレコード追加が行われるため、担当者が契約情報を転記する必要がなくなり、入力の手間を軽減できます。
その分、他の重要な業務に集中できるようになります。
また、契約成立の情報をスピーディに管理できるため、販売やサポートチームによる次のアクションも素早く実行しやすくなるでしょう。

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