Create a contact in Loops when a new conversation message is received in Front

■Overview

Do you manually register customer inquiries received in Front in Loops? This duplicate data entry is not only time-consuming but can also lead to human error, such as transcription mistakes. This workflow connects Front and Loops, automatically creating a contact in Loops whenever a new message is received. Automate routine tasks and create an environment where you can focus on more important work.

■Who is this template for?

• Anyone looking to streamline customer management by using Front and Loops
• Anyone who manually transfers messages received in Front to Loops and finds the process time-consuming
• Anyone looking to prevent missed registrations and input errors while improving customer data accuracy

■Benefits of using this template

• A contact is automatically created in Loops every time a message is received in Front, reducing the time previously spent on manual tasks
• Eliminating manual data entry reduces the risk of human error, such as input mistakes and missed registrations, improving data management accuracy

■Flow

1. First, connect Front and Loops with Yoom
2. Next, select Front as the trigger and set the action to “When a new message is received”
3. Next, configure an AI feature in the operation to extract the required information, such as an email address, from the received message
4. Next, set the Loops “Search for contacts” action in the operation to check whether an existing contact matches the extracted information
5. Next, configure a branch so that the workflow proceeds to the next step only when no existing contact is found
6. Finally, set the Loops “Create a contact” action in the operation to register the new contact

※ “Trigger”: An action that starts a workflow. “Operation”: An action that performs a process within the workflow after the trigger starts.

■Customization options

• You can choose which fields to register when creating a contact in Loops
• For example, you can set information obtained from the trigger or preceding operations, such as a company name or contact name, as variables, or enter a specific tag as a fixed value

■Notes

• Connect both Front and Loops with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Available minimum trigger intervals vary by plan.
• Branches are available as an operation on the Mini plan and above. On the Free plan, the configured workflow operation will result in an error.
• Paid plans, such as the Mini plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions.