When an email is received, it will be registered in the hot profile report.

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■Overview

This is a flow to register in the Hot Profile report when there is a lead registration upon receiving an email.

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■Recommended for

1. Companies utilizing Hot Profile in their operations

・Those who visualize and share the sales activities of the entire team

・Those who centrally manage customer information and activity history

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2. Companies using email as their main communication tool

・Sales representatives who collect information from customer emails

・Marketers who utilize customer data for marketing via email

■Benefits of using this template

Hot Profile is a useful tool for improving productivity by consolidating sales-related information centered on customer management.
However, manually checking and registering the information from received emails each time hinders real-time information sharing.

By using this flow, you can automatically determine whether the content received via email should be registered and add only the necessary registrations.
Automating the sorting and input of information manually increases the speed of sharing registered information and leads to improved operational efficiency.
Additionally, reducing errors from manual input maintains a high level of accuracy in the shared information.

■Notes‍

・Please integrate Hot Profile with Yoom.

・Branching is a feature available with the Mini Plan or higher (operation). Please note that if you are on the Free Plan, the operations of the flow bot you have set will result in an error.

・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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About the Apps You Use

Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

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