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  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.
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Salesforce
Salesforce
 Flowbot
Templates
recommended
Salesforce Google Chat
Get Salesforce reports daily and notify on Google Chat
A flow that retrieves Salesforce reports daily and automatically notifies Google Chat. By regularly obtaining Salesforce reports and automatically notifying Google Chat, it streamlines information sharing within the team and supports quick decision-making in business operations.
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Salesforce Google Sheets
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.
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Salesforce Slack
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.
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Salesforce Microsoft Excel
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.
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Salesforce
Read business card data using OCR and store it in Salesforce.
When you upload a business card image to the input form, the necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object. This can be useful when registering business card information collected from exhibitions or events into Salesforce. Business card images taken with a smartphone or other devices can be used without any issues.
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Salesforce Google Calendar
When activity information (activity) is registered in Salesforce, schedule it in Google Calendar.
In the activity items of Salesforce's Opportunity or Account objects, when activity information (activities) is registered, it automatically registers the schedule in Google Calendar. By registering the activity schedule in Salesforce, the schedule is automatically registered in Google Calendar, eliminating the need for double entry. It is also possible to share the issued Meet URL and meeting information via Slack or email.‍
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API actions —no coding required!
Automation Actions
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Automation Triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
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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!
Asana
Asana
Asana
Backlog
Backlog
Backlog
Chatwork
Chatwork
Chatwork
CollaboFlow
CollaboFlow
CollaboFlow
GMO Sign
GMO Sign
GMO Sign
Garoon
Garoon
Garoon
Gmail
Gmail
Gmail
Google Calendar
Google Calendar
Google Calendar
Google Chat
Google Chat
Google Chat
Google Forms
Google Forms
Google Forms
Google Sheets
Google Sheets
Google Sheets
HubSpot
HubSpot
HubSpot
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Apps Pricing Blogs
Functions
App Integration Form AI-OCR Summarization Database Chrome Extension
Email Action Requests Data Management Data Conversion Browser Automation Documents
Templates
Database Flowbot
Terms of use Privacy Policy Security Policy
©️ Yoom Inc.