The Jijian Cloud platform has built-in a large number of automated process templates. Users can search for the application name in the "Template Center", choose the scene that suits them, and use it directly. This issue shares the CRM system automation workflow.
Template recommendation
Template 1: Synchronize to SeaTable and update the user information of Weiban Assistant after the new order is added in Xiaogetong
Integrated application: Xiaogetong + SeaTable + enterprise WeChat group robot
(Click on the text or image to use this template)
scenes to be used
When there is a new order payment, Goose Pass will query the user information and synchronize the new data to SeaTable. The enterprise WeChat group robot will send a text message to the corresponding enterprise WeChat group, and then automatically query the customer information list on the WeChat assistant, and add it to the customer. Corporate label.
Applicable people: sales, marketing
Recommended index: ⭐⭐⭐⭐⭐
Template 2: Youcheng CRM writes new orders into the database table
Integrated application : Youcheng CRM + SQL Server + SQL Server + SQL Server
(Click on the text or image to use this template)
scenes to be used
In daily business operations, you often need to manually enter sales order contract information into the SQL Server database for further data analysis and report generation. However, this manual data entry process is time-consuming and error-prone. Through this template, when Youcheng CRM has a new order contract, it can automatically trigger the automation process, automatically extract the key information of the order contract, and automatically add these data to the SQL Server database.
Applicable people: sales, finance
Recommended index: ⭐⭐⭐⭐⭐
Template 3: Douyin has a new order Jingqi saves the order
Integrated application: Doudian + field calculation + Jingqi SCRM
(Click on the text or image to use this template)
scenes to be used
In our daily order processing work, we often need to manually synchronize order information across systems. With the help of Jijianyun's automated process steps, Ke can easily get rid of the troubles of order processing and free up more time to focus on core business. When there is a new Doudian order confirmation or payment, the system will automatically perform the operation of querying the order details, and seamlessly synchronize the order information to Jingqi SCRM system.
Applicable people: sales
Recommended index: ⭐⭐⭐⭐⭐
Template 4: When Xiaoman crm customers add new customers, it will automatically add new customers to Yida
Integrated application: Xiaoman crm + DingTalk YiTai
(Click on the text or image to use this template)
scenes to be used
When the Xiaoman crm system receives new customer information, the automated process will start immediately. It will automatically query the customer's detailed information, and seamlessly transfer these data to the DingTalk platform to create corresponding form data. Through this template, it is convenient for us to synchronize customer data more intelligently, so as to formulate precise marketing strategies and achieve business growth.
Applicable people: sales
Recommended index: ⭐⭐⭐⭐⭐
Template 5: Souche adds new customers, Wei Ling Enterprise WeChat Assistant synchronizes customer information
Integrated application: Souche + Weiling Enterprise Wechat Assistant
(Click on the text or image to use this template)
scenes to be used
When Souche has a new customer, Souche will query the employee information through the mobile phone number, Wei Ling Qiwei assistant will create clues, and realize the information synchronization of the two software through Jijianyun automation, which improves work efficiency and facilitates customer management.
Applicable people: sales
Recommended index: ⭐⭐⭐⭐⭐
Jijian Cloud: Make Connection Easier
Jijianyun is a super software connector, which can easily connect data between hundreds of software without development and code knowledge, and build automated and intelligent business processes. By automating business processes, you can save hundreds or even tens of thousands of hours of labor costs every month.
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