When the deal information in Zoho CRM is updated, update the deal information in board.

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■Overview

This flow updates the deal information registered in the board whenever the deal information in Zoho CRM is updated.

■Recommended for

1. Sales teams using both Zoho CRM and board

・Those who want to automatically reflect updated deal information from Zoho CRM to the board

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

・Those who want to keep deal information always synchronized between Zoho CRM and board

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2. Sales representatives mainly using Zoho CRM

・Those who want to manage deal progress and tasks on the board

・Those who want to automatically update board information when deal information in Zoho CRM is updated

■Benefits of using this template

Zoho CRM and board are excellent tools specialized in customer management and project management, respectively. By linking the two, you can achieve a more seamless workflow.

By utilizing this automated flow, the deal information on the board is updated in real-time according to the deal progress in Zoho CRM. This facilitates smooth information sharing between the sales team and the project team, preventing coordination errors and delays in response.

Moreover, as the manual effort of updating information is eliminated, the person in charge can focus on more important tasks. Additionally, since the latest information can always be shared between both systems, it leads to faster decision-making and improved customer satisfaction.

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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.

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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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