Notify Chatwork when a prospect is registered in GENIEE SFA/CRM.

Try this Template

No items found.

■Overview

This is a flow that notifies Chatwork when a prospect is registered in GENIEE SFA/CRM.

‍

■Recommended for

1. Those who use GENIEE SFA/CRM for customer management

・Sales representatives using GENIEE SFA/CRM in their sales activities

・Marketing personnel who centrally manage prospect information

‍

2. Those who use Chatwork in their business

・Those who use Chatwork for communication with customers

・Employees using Chatwork as a means of communication between teams

‍‍

■Benefits of using this template

GENIEE SFA/CRM is an excellent tool for streamlining customer management, but manually notifying Chatwork every time a prospect is registered can be a significant burden for sales representatives, potentially leading to missed notifications and delayed responses.

By implementing this flow, when a prospect is registered in GENIEE SFA/CRM, a notification is sent to Chatwork, allowing sales representatives to promptly recognize the registration and respond quickly. Automatic notifications to Chatwork promote information sharing within the team and contribute to the overall efficiency of sales activities. It becomes clear who is responding to which prospect and when, strengthening collaboration among team members and leading to improved conversion rates.

‍

■Notes

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

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When company information is registered in GENIEE SFA/CRM, add it to Salesforce.

This is a flow for adding company information to Salesforce once it is registered in GENIEE SFA/CRM. When information is added, it is automatically registered in Salesforce as well, eliminating the need for manual entry. Additionally, the time previously spent on manual entry can be used for other tasks.‍

See details

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

You can notify Talknote of prospect information created in GENIEE SFA/CRM. Since you can share deal information with members in real-time, you can improve work efficiency.

See details

When company information is registered in GENIEE SFA/CRM, add it to Rakuraku Sales.

This is a flow for adding company information to Raku-Raku Sales once it is registered in GENIEE SFA/CRM. When company information is registered, data is also added to Raku-Raku Sales, reducing manual effort and streamlining operations. Additionally, by entering the quoted content, the accuracy of the information is maintained at a high level.

See details

When company information is registered in GENIEE SFA/CRM, add it to Airtable.

This is a flow for adding company information to Airtable once it is registered in GENIEE SFA/CRM. When the information is added, data is also added to Airtable based on that information, reducing the need for manual input and saving time on manual tasks. This allows you to allocate time to other tasks.‍

See details

Notify Talknote of lead information created in GENIEE SFA/CRM

You can notify Talknote of prospect information created in GENIEE SFA/CRM. Since the prospect information is linked in real-time, you can quickly consider a follow-up schedule, reducing the likelihood of delayed responses.

See details

When company information is registered in GENIEE SFA/CRM, add it to Sasuke.

This is a flow to add to Sasuke when company information is registered in GENIEE SFA/CRM. By automatically registering in Sasuke when company information is registered in GENIEE SFA/CRM, it reduces the hassle of manual input and streamlines operations.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

GENIEE SFA/CRM

At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.

Related apps

GENIEE SFA/CRM

Templates using

View all related templates

Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

Related apps

Templates using

View all related templates

Related apps

No items found.

Templates using

No items found.

View all related templates

About the apps you use

GENIEE SFA/CRM

At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.

see details

templates

Similar apps