■Overview
This is a flow to register leads in Sasuke when a Typeform is submitted.
■Recommended for
1. Those who collect lead information using Typeform
・Those who use Typeform to collect lead information on websites or landing pages
・Those who want to save the effort of manually entering collected lead information into Sasuke
・Those who want to reduce input errors and improve data accuracy
2. Sales and marketing personnel using Sasuke
・Those who want to centrally manage lead information in Sasuke for efficient customer management and sales activities
・Those who want to automatically import lead information collected from Typeform into Sasuke
・Those who want to automate segmentation and targeting email distribution based on lead information
■Benefits of using this template
Typeform is an excellent tool for efficiently collecting customer information and survey results, but to leverage the collected lead information in sales activities, integration with a CRM (Customer Relationship Management) tool is essential. However, manually transferring lead information to a CRM tool is time-consuming and labor-intensive, and it also carries the risk of input errors and omissions.
By utilizing this flow, valuable lead information obtained from Typeform is reflected in real-time in Sasuke, enabling the sales team to follow up quickly. Additionally, since lead information is centrally managed in Sasuke, it contributes to improving the closing rate by efficiently managing communication history and deal status with customers.
Furthermore, automation reduces the risk of input errors and information leakage, ensuring data accuracy.
■Notes
・Please integrate both Typeform and Sasuke with Yoom.
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