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

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

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

‍

■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Sales managers managing sales activity tasks

・Sales assistants using it for centralized customer data management

‍

2. Those managing data using Airtable

・Managers using it for project progress management

・Those accumulating customer information and using it for data analysis

‍

■Benefits of using this template

GENIEE SFA/CRM is a valuable tool for managing detailed customer information, beneficial for sales activities.
By also using Airtable, you can create a database to aid in the analysis of sales activities.
However, re-registering company information from GENIEE SFA/CRM into Airtable takes time away from tasks that should be prioritized.

This flow is effective for those who want to allocate more time to higher-priority tasks.
By adding data to Airtable based on information added to GENIEE SFA/CRM, it eliminates the need for manual entry and reduces manual work time.
This allows you to use the time previously spent on manual tasks for other activities.
‍

■Notes‍

・Please integrate GENIEE SFA/CRM and Airtable with Yoom.

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About the Apps You Use
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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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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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