When an account is created in Zoho CRM, add a record to kintone.

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■Overview

This is a flow to add a record to kintone when an account is created in Zoho CRM.

■Recommended for

1. Sales and customer management teams using both Zoho CRM and kintone

・Those who want to automatically reflect account information created in Zoho CRM into kintone

・Those who want to avoid double entry of account information and improve work efficiency

・Those who want to centrally manage customer information with Zoho CRM and kintone

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2. Sales representatives mainly using Zoho CRM

・Those who want to manage tasks and progress based on customer information in kintone

・Those who want to perform more detailed information management by linking account information from Zoho CRM to kintone

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3. Back-office personnel mainly using kintone

・Those who want to automatically grasp account information registered in Zoho CRM in kintone

・Those who want to improve the efficiency of customer management through the integration of Zoho CRM and kintone

■Benefits of using this template

Zoho CRM is a customer management tool, but there are often cases where you want to utilize that information in other systems as well. By integrating with a multifunctional business management tool like kintone, you can incorporate customer information into a broader range of business processes and improve efficiency. However, if Zoho CRM and kintone are operated separately, it is necessary to manually transfer account information created in Zoho CRM to kintone, which is labor-intensive and carries the risk of transcription errors and information omissions.

By utilizing this flow, the information linkage between Zoho CRM and kintone is automated, eliminating the need for manual transcription. This greatly improves work efficiency and reduces human errors.

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■Notes

・Please integrate each of Zoho CRM and kintone 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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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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