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

  1. Apps
  2. GENIEE SFA/CRM
  3. When company information is registered in GENIEE SFA/CRM, add it to @pocket.
Try this Template
No items found.
Try this template
No items found.

■Overview

This is a flow to add company information to @pocket once it is registered in GENIEE SFA/CRM.

‍

■Recommended for‍

1. Companies utilizing GENIEE SFA/CRM

・Sales managers managing sales activity tasks

・Sales assistants centrally managing customer data

‍

2. Those using @pocket in their work

・Those involved in accumulating related information of client companies

・Those utilizing it for visualizing collected data

‍

■Benefits of using this template

GENIEE SFA/CRM is an effective tool for task management as it can visualize the progress of sales activities.
By further utilizing @pocket, information can be managed on both platforms, allowing for smoother business operations.
However, re-registering company information from GENIEE SFA/CRM to @pocket may decrease information transparency.

This flow is suitable for those who wish to maintain the accuracy of information shared within the team.
Once company information is registered in GENIEE SFA/CRM, it is automatically registered in @pocket by quoting the content, preventing manual input errors and maintaining high information transparency.

‍

■Notes‍

・Please integrate both GENIEE SFA/CRM and @pocket 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
More flowbot templates
Add to @pocket when a Webflow form is submitted
Add to @pocket when a Webflow form is submitted
Webflow
When the status is updated in @pocket, create and send an invoice in Misoca.
When the status is updated in @pocket, create and send an invoice in Misoca.
Misoca
Update @pocket information once the contract is completed with freee Sign.
Update @pocket information once the contract is completed with freee Sign.
freee Sign
Create a Google BigQuery record with the information registered in @pocket
Create a Google BigQuery record with the information registered in @pocket
BigQuery
When a review is posted on Google Business Profile, add it to @pocket
When a review is posted on Google Business Profile, add it to @pocket
Google Business Profile
Register a schedule in Google Calendar with information registered in @pocket
Register a schedule in Google Calendar with information registered in @pocket
Google Calendar
Register the transaction information managed by @pocket with Money Forward Kakebarai.
Register the transaction information managed by @pocket with Money Forward Kakebarai.
Money Forward Pay for Business
When the status is updated in @pocket, create an invoice in Money Forward Cloud Invoicing.
When the status is updated in @pocket, create an invoice in Money Forward Cloud Invoicing.
Money Forward Cloud Invoice
When the status is updated in @pocket, register a record in Rakuraku Sales.
When the status is updated in @pocket, register a record in Rakuraku Sales.
Rakuraku Sales
Once the contract is completed with GMO Sign, update the information on @pocket.
Once the contract is completed with GMO Sign, update the information on @pocket.
GMO Sign
Send the contract via GMO Sign from @pocket
Send the contract via GMO Sign from @pocket
GMO Sign
When the status is updated in @pocket, create an invoice in freee Invoices.
When the status is updated in @pocket, create an invoice in freee Invoices.
freee Invoice
Send a contract via DocuSign from @pocket
Send a contract via DocuSign from @pocket
DocuSign
Update @pocket information when the contract is completed with DocuSign.
Update @pocket information when the contract is completed with DocuSign.
DocuSign
Add information registered in @pocket to Bubble.
Add information registered in @pocket to Bubble.
Bubble
When employee information is registered in @pocket, add it to freee HR as well.
When employee information is registered in @pocket, add it to freee HR as well.
freee HR
When the status is updated in @pocket, create an invoice in Misoca and send it via Gmail.
When the status is updated in @pocket, create an invoice in Misoca and send it via Gmail.
Misoca
When employee information is registered in @pocket, add it to the office station.
When employee information is registered in @pocket, add it to the office station.
Office Station
When employee information is registered in @pocket, add it to HRMOS.
When employee information is registered in @pocket, add it to HRMOS.
HRMOS
When employee information is updated in @pocket, update the information in AKASHI as well.
When employee information is updated in @pocket, update the information in AKASHI as well.
AKASHI
When an order destination is registered with @pocket, add it to the board.
When an order destination is registered with @pocket, add it to the board.
Board
When the status is updated in @pocket, also update the project status on the board.
When the status is updated in @pocket, also update the project status on the board.
Board
When the status is updated in @pocket, create an invoice in Misoca and send it via Outlook.
When the status is updated in @pocket, create an invoice in Misoca and send it via Outlook.
Misoca
Add to @pocket when a transaction occurs in Smaregi.
Add to @pocket when a transaction occurs in Smaregi.
Smaregi
When the status is updated in @pocket, register the client in freee Accounting.
When the status is updated in @pocket, register the client in freee Accounting.
freee Accounting
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
Learn more about Yoom
Pocket
Yoom allows seamless integration with @pocket's API without any coding. For example, you can automatically store data in @pocket, search for data within @pocket, and create contracts and invoices.
Related apps
Pocket
Templates using
No items found.
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
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.
see details
templates
Similar apps
Wild Apricot
Teamleader
Kairos3 Sales
Bigin by Zoho CRM
Bitrix24
PHONE APPLI PEOPLE
Kommo
Amptalk Analysis
Streak
Zendesk Sell
Pocket
Yoom allows seamless integration with @pocket's API without any coding. For example, you can automatically store data in @pocket, search for data within @pocket, and create contracts and invoices.
see details
templates
No items found.
Similar apps
Pinecone
Ninox
desknet's NEO（AppSuite）
Baserow
ReTable
SPIRAL®
SASUKE Works
Canbus
Pocket
JUST DB
see details
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
everything
GENIEE SFA/CRM
Pocket
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2024/10/22
                  How to Integrate Applications
                  To integrate @pocket with Shopify and update Shopify's product information whenever @pocket's product information is updated
                  m.i
                  2024/10/22
                  How to Integrate Applications
                  How to integrate @pocket with Shopify and register @pocket product information on Shopify
                  k.ohshiro
                  2024/10/18
                  How to Integrate Applications
                  How to integrate Shopify with @pocket to add new orders from Shopify to @pocket
                  k.ohshiro
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details