■Overview
This flow involves searching Google with company information registered in Zoho CRM, summarizing the obtained snippets using AI, and updating the prospect information.
■Recommended for
1. Those who want to retrieve information via Google search
・Project managers conducting industry research
・Sales representatives gathering information on client companies for outreach
2. Companies managing transactions using Zoho CRM
・Administrative staff using it for customer management
・Sales directors using it to track project progress
■Benefits of using this template
Zoho CRM is a tool that can be used to centrally manage customer information and visualize data.
However, manually searching Google for companies registered in Zoho CRM can take away time from tasks that require more focus.
This flow is effective for those looking to streamline operations and accelerate project progress.
Once a company is registered in Zoho CRM, it automatically performs a Google search and summarizes the information using AI, reducing the time spent on manual tasks.
■Notes
・Please integrate Yoom with both Google Search and Zoho CRM.
・When searching, combining multiple keywords can help obtain relatively accurate information.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
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