Register business card information registered in Sansan to Notion.

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■Overview

This is a flow that adds a record to a Notion database when new business card information is registered in Sansan.

By linking Sansan and Notion, new business card information is automatically added to Notion, eliminating the need for manual input and preventing any omissions or errors in information management.

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■Recommended for

・Those who regularly use Sansan and Notion in their work and frequently need to transfer or operate between the two applications.
・Those who want to improve sales efficiency by linking customer information on Sansan with customer information on Notion.

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■Benefits of using this template

For those who manage contact and customer information on Sansan but manage meeting minutes and shared materials on Notion, this template allows for instant linkage of customer information registered on Sansan to Notion, enabling automation and efficiency in operations. It also helps prevent transcription errors due to manual entry.

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■Notes

・Please link both Sansan and Notion with Yoom.

・Sansan is an application available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use the restricted applications.

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About the Apps You Use

Sansan

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.

Related apps

Sansan

Templates using

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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

Related apps

Notion