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

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  3. When company information is registered in GENIEE SFA/CRM, add it to kintone.
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■Overview

This is a flow to add company information to kintone when it is registered in GENIEE SFA/CRM.

‍

■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Sales managers managing the progress of sales activities

・Sales assistants using it for centralized management of customer data

‍

2. Companies managing project progress with kintone

・General affairs personnel registering records for each client company

・Companies managing the number of cases by assigning numbers to each sales project

‍

■Benefits of using this template

GENIEE SFA/CRM is a useful tool for sales activities as it can manage detailed customer information.
By also using the highly flexible kintone, you can analyze data and facilitate smoother business operations.
However, manually entering company information registered in GENIEE SFA/CRM into kintone again may increase the risk of errors.

This flow is suitable for those who want to minimize human errors due to manual entry.
When information is added to GENIEE SFA/CRM, data is added to kintone with the quoted content, preventing errors from manual entry in advance.
‍

■Notes‍

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

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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.
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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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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.
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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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