When an account is registered in Zoho CRM, send an email via Gmail after receiving approval.

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■Overview

This is a flow where once a company is registered in Zoho CRM, an email is sent to the registered company via Gmail after approval.

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■Recommended for‍

1. Those who manage business cards and company contact data in Zoho CRM

・Office staff managing schedules using digital tools

・Marketing personnel

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

・Small business owners aiming for business automation

・Office staff who want to enhance data accuracy

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2. Company representatives using Gmail as their main communication tool

・Department heads using it for internal communication

・Sales assistants handling interactions with client companies

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

・Small business owners aiming for operational efficiency

・General affairs and office staff with a lot of data entry tasks

・Marketing personnel conducting operations using digital tools

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■Benefits of using this template‍

・The entire process is completed automatically, eliminating the need for manual work and leading to operational efficiency.

・The flow bot automatically activates based on the registered content, allowing for confirmation by adding approval actions, leading to reliable information management.‍

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■Notes‍

・Please integrate Yoom with both Zoho CRM and Gmail.

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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Zoho CRM

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Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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