When a project is registered in Mazrica, create a project on the board.

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■Overview

This is a flow where a new project is created in board whenever a project is registered in Mazrica (formerly Senses).

■Recommended for

1. Sales teams using both Mazrica (formerly Senses) and board

・Those who want to automatically reflect project information registered in Mazrica (formerly Senses) to board

・Those who want to improve work efficiency by avoiding duplicate entry of project information

・Those who want to centrally manage project information in both Mazrica (formerly Senses) and board

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2. Sales representatives mainly using Mazrica (formerly Senses)

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

・Those who want to achieve more detailed information management by linking project information from Mazrica (formerly Senses) to board

■Benefits of using this template

Mazrica (formerly Senses) is an indispensable tool for streamlining sales activities, but there is often a need to link project information managed in Mazrica (formerly Senses) to other project management tools like board.
However, if Mazrica (formerly Senses) and board are operated separately, it is necessary to manually transfer the project information registered in Mazrica (formerly Senses) to board, which is time-consuming and labor-intensive, with the potential for transcription errors and information omissions.

By utilizing this flow, the information linkage between Mazrica (formerly Senses) and board is automated, which can improve work efficiency and prevent human errors.

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■Notes

・Please link each of Mazrica and board with Yoom.

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About the Apps You Use

Mazrica Sales Tech

In Yoom, you can utilize Mazrica's API without any coding. It is possible to link Mazrica's information with various SaaS or automate the registration of information to Mazrica. Additionally, you can automatically sync Mazrica's information to Yoom's database and use it for various purposes.

Related apps

Mazrica Sales Tech

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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