When a deal is registered in Zoho CRM, create a case on the board.

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■Overview

This is a flow that creates a new deal in board when a deal is registered in Zoho CRM.

■Recommended for

1. Sales teams using both Zoho CRM and board

・Those who want to automatically reflect deal information registered in Zoho CRM to board

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

・Those who want to centrally manage deal information in both Zoho CRM and board

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2. Sales representatives mainly using Zoho CRM

・Those who want to manage deal progress and tasks in board

・Those who want to achieve more detailed information management by linking Zoho CRM deal information to board

■Benefits of using this template

Zoho CRM is a tool that streamlines customer management and sales activities, but there is often a need to link deal information managed in Zoho CRM to other project management tools like board. However, if Zoho CRM and board are operated separately, it requires manual transcription of deal information registered in Zoho CRM to board, which is time-consuming and labor-intensive.

By utilizing this flow, the linking of deal information between Zoho CRM and board is automated, eliminating the need for manual transcription, improving work efficiency, and reducing human errors. Additionally, with the information in Zoho CRM and board always synchronized, all team members can stay updated with the latest deal information.

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■Notes

・Please link each of Zoho CRM and board with Yoom.

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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.

Related apps

Zoho CRM

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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