■Overview
This flow involves extracting email signature information using AI, confirming with the person in charge whether to register the lead, and then registering it as a hot profile lead.
■Recommended for
1. Sales and Marketing Personnel
・Those who want to eliminate the manual effort of extracting and registering signature information from emails received from customers and prospects
・Those who want to reduce input errors in signature information and enhance the accuracy of the customer database
・Those who manage customer information and activity history centrally with Hot Profile
2. Companies with frequent customer communication via email
・Those who want to automatically collect information from customer emails to deepen customer understanding
・Those who want to utilize the collected information for marketing activities such as creating customer segments or sending targeted emails
■Benefits of Using This Template
Manually extracting lead information from email signatures and registering it in Hot Profile can be labor-intensive and may lead to input errors or information omissions.
By utilizing this flow, AI automatically reads the signature information upon receiving an email and registers the necessary information in the Hot Profile lead, eliminating the need for manual input and significantly improving operational efficiency. Additionally, the risk of human error is reduced, allowing for more accurate lead management.
For example, you can freely customize it to activate with emails that have "Request for Information" in the subject line.
■Notes
・Please link each Hot Profile with Yoom.
・AI operations are functions available only in the Team Plan and Success Plan. In the case of 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 or 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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