■Overview
This flow registers customer information in the board when new customer information is registered in Notion.
■Recommended for
1. Sales teams using both board and Notion
・For those who want to automatically link leads and customer information acquired in Notion to the board to streamline project management
・For those who want to reduce errors from manual data entry and ensure data accuracy
・For those who want to strengthen the connection between sales activities and project management to improve operational efficiency
2. Project management teams using both board and Notion
・For those who want to link project information and management information for smooth information sharing
■Benefits of using this template
・When a project is registered in Notion, a record is immediately created in the board, ensuring that the information is always up-to-date.
・Since project information can be centrally managed with board and Notion, it eliminates the hassle of searching for information and improves operational efficiency.
・It prevents errors associated with manual data entry and ensures data accuracy.
・By linking with the board's customer management and project management functions, more effective sales activities and customer follow-ups are possible.
・Automatically registering customer information entered in Notion to the board saves the trouble of entering the same information twice.
・Sharing customer information between Notion and board strengthens the collaboration between departments such as sales and marketing.
■Notes
・Please link both board and Notion with Yoom.
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