When deal information is created in GENIEE SFA/CRM, notify Talknote.

■Overview

This is a flow that notifies Talknote when a deal is created in GENIEE SFA/CRM.

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■Recommended for

1. Those who use GENIEE SFA/CRM for business

・Sales representatives managing deal information using GENIEE SFA/CRM

・Marketing department personnel managing customer information

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2. Those who use Talknote for business

・Those who use Talknote for business communication

・Those who want to automate notifications from Talknote

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■Benefits of using this template

While GENIEE SFA/CRM is a tool suitable for managing customer information, notifying information that you want to share in real-time using Talknote, which you usually use, can be inefficient and time-consuming.
It also increases the risk of human errors such as information transmission omissions.

This template is suitable for those who want to automate notifications to Talknote.
When deal information is created in GENIEE SFA/CRM, it is automatically notified to Talknote, allowing you to share deal information with members in real-time.

By customizing the notification content, you can quickly proceed with the necessary preparations for the deal.

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■Notes‍

・Please integrate both GENIEE SFA/CRM and Talknote with Yoom.