Read business card data using OCR and register it as a contact in Salesforce.

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■Overview

When you submit business card data through the form, AI automatically reads the information from the business card and registers it as a contact in Salesforce.

Additionally, you can upload the business card image to link it with the record.

It is also possible to take a picture of the business card with a smartphone and upload it directly from the smartphone to the form.

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■Notes

・Please integrate Salesforce with Yoom.

・Upload business card images in file formats such as JPG or PNG.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect set in the Flowbot will result in an error, so please be careful.

・AI operations are features available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the Flowbot will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce