Gmailでメールを受信したら、SPIRALにレコードを追加する

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■概要

「Gmailでメールを受信したら、SPIRALにレコードを追加する」フローを利用すると、メール内容を手動で転記する手間が省けます。
新着メールを自動的にSPIRALに登録でき、情報管理が簡単になります。

■このテンプレートをおすすめする方

  • Gmailを利用して業務上の問い合わせや申請情報を受信している方
  • 受信したメール内容をSPIRALのデータベースへ素早く記録したい方
  • 日々多くのメールを手作業でSPIRALに入力していて、その作業に時間や労力がかかっていると感じている方
  • SPIRALに登録されたデータをもとに、社内業務や顧客対応をスピーディに進めたい方
  • 複数名でメール対応や情報共有を行っており、情報の取りこぼしや入力漏れが課題となっている方

■このテンプレートを使うメリット

このフローを導入することで、Gmailに届いたメールの情報を自動的にSPIRALへ登録できるようになります。
メール受信のたびに手作業でデータ登録を行う必要がなくなり、管理業務をスピーディに進めることが可能です。
また、手動での入力作業が減るため、日々の業務負担が軽減され、入力ミスも少なくなります。
これにより、データの正確性が保たれ、情報共有や業務の進行がスムーズになります。

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SPIRAL®
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At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.
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Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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