When there is a response to the form, link it to the board to register the customer and send an email via Gmail.

■Overview

This flow registers customers by linking to the board when there is a response to the form and sends a registration completion email via Gmail.

‍

■Recommended for

1. Representatives of companies using Gmail for business

・Sales assistants and accounting staff

・Administrative staff and office managers

‍

2. Those who need to manage and process forms from client companies

・Sales assistants and accounting staff

・Administrative staff and office managers

・Accounting staff handling billing management, etc.

‍

3. Those who want to reduce manual input work and automate processes

・Owners of small and medium-sized enterprises aiming for operational efficiency

・General affairs and administrative staff with a lot of data entry work

・Marketing staff using digital tools for operations

‍

■Benefits of using this template

・Prevents errors by the creator by automatically performing a series of processes based on the content submitted to the form.

・Since emails are sent immediately after registration, information sharing among representatives becomes smooth.

‍

■Notes

・Please integrate Gmail and the board with Yoom.