Automate your workflow with Salesforce & Yoom
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.
Salesforce
Flowbot Templates
Recommended
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.
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.
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.
When Salesforce opportunity information is registered, add the information to Excel.
This is a flow bot that automatically adds opportunity information to Excel when a record is registered in the Salesforce Opportunity object. When opportunity information is added to Salesforce, it searches for the account associated with that opportunity and automatically writes the information to an Excel sheet. Please prepare a sheet to manage opportunity information in Excel Online for use.
Use Salesforce opportunity information to issue an invoice with Money Forward Cloud Invoice.
This is a flow for issuing invoices in Money Forward Cloud Invoice using Salesforce opportunity information. By automatically issuing invoices using the registered content in Salesforce, you can eliminate manual work and improve business efficiency.
When a ToDo object is registered in Salesforce, add it to Notion.
When a ToDo object is registered in Salesforce, it is added to the Notion database. This flow allows the entire team to quickly share the progress of tasks. Since the Notion database can visualize tasks in various formats, team members can easily understand not only their own tasks but also the status of other members' tasks.
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.
Read business card data using OCR and register it as a contact in Salesforce.
When you submit business card data through the form, AI automatically reads the information from the business card and registers it as a contact in Salesforce. Additionally, the image of the business card is uploaded and linked to the record. You can also take a picture of the business card with a smartphone and upload it directly from your smartphone to the form.
When a ToDo object is registered in Salesforce, add it to Microsoft Excel.
This is a flow that adds a ToDo object registered in Salesforce to a Microsoft Excel database. The person in charge is freed from manual input tasks and can focus on more important tasks such as processing ToDos and customer support.
Generate email content using ChatGPT based on Salesforce lead information and send it automatically.
In this flow, ChatGPT automatically generates the optimal email content by utilizing lead information registered in Salesforce. Subsequently, the email is sent automatically through Yoom, enabling effective communication while reducing effort. This will create an environment where the sales team can focus more on strategic tasks.
Extract the email signature information using AI and register it as a lead in Salesforce.
This is a flow bot that extracts information such as names and email addresses from the signature information of received emails using AI and registers them in the lead object of Salesforce. When an email is sent to the email address created with Yoom, the flow bot is activated, so please forward emails from Gmail or Outlook to the Yoom email address or add the Yoom email address to CC, etc., for use.
Draft an auto-reply email message for new leads in Salesforce.
In this workflow, whenever a new lead is registered in Salesforce, ChatGPT can automatically generate the content of a reply email and save it within the same Salesforce system. This automation is expected to reduce the effort required for drafting email content.
Notify Slack when Salesforce opportunity information is registered.
When new Salesforce opportunity information is registered, this flow sends a notification to Slack. By automatically notifying Slack of the registered opportunity information, you can eliminate any gaps or omissions in information management, thereby improving operational efficiency.
Generate a quote from Salesforce opportunity information and store it in Box.
This is a business workflow that automatically generates a quotation based on Salesforce opportunity information and saves it to Box. This reduces the effort required to create quotations, allowing the sales team to focus on their core activities.
Automatically send a template email from Gmail using lead information from the Salesforce page.
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending a template email in Gmail. Feel free to modify the content of the template email as needed. You can also send attachments such as service documents.
Notify Talknote when Salesforce opportunity information is registered.
When new Salesforce opportunity information is registered, this flow sends a notification to Talknote. By integrating Salesforce with Talknote, registered opportunity information can be automatically notified to Talknote, eliminating any gaps or omissions in information management and improving operational efficiency.
Notify Workplace when Salesforce opportunity information is registered.
When new Salesforce opportunity information is registered, this flow notifies Workplace. By integrating Salesforce with Workplace, you can automatically notify Workplace of registered opportunity information, eliminating any gaps or omissions in information management and improving operational efficiency.
Read business card images received in Gmail using OCR and register them as contacts in Salesforce.
The flow involves reading business card images received in Gmail using OCR and registering them as contacts in Salesforce. By reducing the workload of sales and customer support representatives, it allows for smoother customer approaches and follow-ups.
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Gmail. This reduces the workload and allows for smoother customer approaches and follow-ups.
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Outlook. This reduces the workload and allows for smoother customer approach and follow-up.
No-Code API Actions
Automation operations
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Automation triggers
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Connect with More Apps!
Connect
Salesforce
to your favorite apps with Yoom.
Turn your ideas into automated actions!
Asana
Asana
Backlog
Backlog
Chatwork
Chatwork
CollaboFlow
CollaboFlow
GMO Sign
GMO Sign
Garoon
Garoon
Gmail
Gmail
Google Calendar
Google Calendar
Google Chat
Google Chat
Google Forms
Google Forms
Google Sheets
Google Sheets
HubSpot
HubSpot
