1. Apps
  2. Salesforce
Automate your Workflow
with
Salesforce
 's API！
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Start Automating for Free!
資料請求・デモ申込
Salesforce
Salesforce
 Flowbot

Templates

recommended
Record new lead information registered in Salesforce into a Google Spreadsheet.
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.
Learn More
Try It!
When a new lead is registered in Salesforce, register it in kintone.
When a new lead is registered in Salesforce, a new record is created in kintone. Data can be automatically transferred without accessing the destination database like kintone.
Learn More
Try It!
When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
Learn More
Try It!
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.‍
Learn More
Try It!
When a record is registered in a Salesforce custom object, add it to Google Sheets.
This is a flow that adds a record to a Google Sheets database when a record is registered in a Salesforce custom object. The person in charge of the task does not need to manually transfer the data, significantly improving work efficiency and reducing the risk of human error.
Learn More
Try It!
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
Learn More
Try It!
Automate the Operation via  
Salesforce
  API
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Get started for free
Request info & demo
API actions
—no coding required!
Automation Actions
    Automation Triggers
      Try it out for free
      How to request materials and apply for a demo
      Here
      Salesforce
       used
      Flowbot Template
      Record new lead information registered in Salesforce into a Google Spreadsheet.
      Try it
      When a new lead is registered in Salesforce, register it in kintone.
      Try it
      When a new lead is registered in Salesforce, notify Slack.
      Try it
      When company information is registered in GENIEE SFA/CRM, add it to Salesforce.
      Try it
      When a record is registered in a Salesforce custom object, add it to Google Sheets.
      Try it
      Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
      Try it
      When the Salesforce opportunity stage reaches the specified phase, send the contract via Docusign.
      Try it
      Read business card data using OCR and store it in Salesforce.
      Try it
      When a report is issued in RakuRaku Meisai, add the report information to Salesforce.
      Try it
      When a ToDo object is registered in Salesforce, add it to Notion.
      Try it
      Connect with More Apps
      to Boost your Productivity!
      With Yoom,
      Salesforce
      can be linked to various apps.
      Below are some popular integrations for
      Salesforce
      . Explore and enhance your workflow!
      CloudSign
      Salesforce
      CloudSign
      Salesforce
      Salesforce
      CollaboFlow
      Salesforce
      CollaboFlow
      Microsoft Teams
      Salesforce
      Microsoft Teams
      Salesforce
      Microsoft Outlook
      Salesforce
      Microsoft Outlook
      Salesforce
      Salesforce
      Sansan
      Salesforce
      Sansan
      Salesforce
      Chatwork
      Salesforce
      Chatwork
      Salesforce
      Zendesk
      Salesforce
      Zendesk
      Salesforce
      Salesforce
      Salesforce
      Google Forms
      Salesforce
      Google Forms
      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.