Register business card information registered in Sansan to Notion.
■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.
■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.
■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.
■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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This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
When business card information is registered in Sansan, an email is sent to Outlook. By integrating Sansan with Outlook, you can automatically send Outlook emails regarding business card information, thus preventing any oversight in sending thank-you notes.
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.