When the status is updated in kintone, register the customer on the board.

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■Overview

This is a flow to register new customer information to the board when the status of kintone is updated.

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■Recommended for

1. Sales and marketing teams using both kintone and board

・Those who want to automatically register customer information updated in kintone to the board

・Those who want to improve work efficiency by avoiding double entry of customer information

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2. Sales representatives mainly using kintone

・Those who want to utilize the board's customer management function to centrally manage communication history and project information with customers

・Those who want to achieve smooth information linkage by automatically registering customer information to the board triggered by status changes in kintone

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3. Marketing personnel mainly using the board

・Those who want to utilize customer information acquired in kintone for marketing effectiveness measurement and customer analysis by importing it to the board

・Those who want to improve the efficiency of customer management by linking kintone and board

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■Benefits of using this template

kintone is a convenient tool for managing customer information, but there is often a need to link customer information managed on kintone with other customer management tools like the board. However, if kintone and board are operated separately, it is necessary to manually transfer updated customer information from kintone to the board, which is time-consuming and carries the risk of transcription errors.

By utilizing this flow, information linkage between kintone and board is automated, eliminating the need for manual transcription.
This significantly improves work efficiency, reduces the risk of human error, and ensures that customer information on kintone and board is always synchronized, allowing all team members to be aware of the latest customer information.

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■Notes

・Please link both board and kintone with Yoom.

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About the Apps You Use

kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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kintone

Templates using

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Board

In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

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