■Overview
This is a flow where when a business card file is posted on Slack, the content is read by AI, linked to Zoho CRM (zoho_crm_oauth), and a lead is registered, followed by a notification on Slack.
■Recommended for
1. Individuals responsible for converting leads into customers
・Sales assistants or department heads
・Sales representatives of companies exhibiting at trade shows or events
2. Those managing business card or company representative data in Zoho CRM
・Administrative staff using digital tools for schedule management
・Marketing personnel
3. Those looking to reduce manual data entry by utilizing AI technology
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Office managers interested in workflow automation
■Benefits of using this template
・By simply sending a file to Slack, registration in Zoho is completed, eliminating the need for manual work and improving operational efficiency.
・By notifying completion on Slack after registration, the person in charge can verify the content, enhancing the accuracy of the registration information in Zoho CRM.
・The registration process for received business cards can be fully automated, increasing operational efficiency.
・Information sharing about lead information on Slack becomes more active, strengthening team collaboration.
・AI-OCR automatically reads business card information and registers it as a lead in Zoho CRM, reducing the burden on sales representatives by eliminating manual data entry.
■Notes
・Please link both Slack and Zoho CRM with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, 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 restricted apps and AI features (operations).
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