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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.
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Salesforce
Salesforce
Flowbot Templates
Recommended
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
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 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 Microsoft Excel
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.‍
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Salesforce Money Forward Cloud Invoice
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.
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Salesforce Notion
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.
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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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Salesforce
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.
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Salesforce Microsoft Excel
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.
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Salesforce Jira Software
When a ToDo object is registered in Salesforce, add it to Jira Software.
This is a flow that adds a ToDo object registered in Salesforce to Jira Software. It eliminates the need for manual data entry, allowing you to focus on more important tasks such as processing ToDos and customer support.
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Salesforce ChatGPT
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.
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Salesforce Mailchimp
Archive the contact in Mailchimp when the lead status in Salesforce is updated.
A business workflow that automatically archives Mailchimp contacts when the lead status is updated in Salesforce. This reduces effort while maintaining data consistency.
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Salesforce
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.‍
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Salesforce ChatGPT Google Sheets
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.
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Salesforce Slack
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.
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Salesforce Notion
Add accounts registered in Salesforce to a Notion database
This is a flow bot that links information to a Notion database when a record is registered in the Salesforce account object. By using this flow bot, it is possible to automatically synchronize the Salesforce and Notion databases.
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Salesforce Notion
Add lead information registered in Salesforce to Notion.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
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Salesforce Slack
Notify Slack when the opportunity stage in Salesforce is set to Closed Won.
This is a flow that sends a notification to Slack when the opportunity stage in Salesforce is set to Closed Won.
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Salesforce
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.
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Salesforce Chatwork
Notify Chatwork when the opportunity stage in Salesforce is completed.
This is a flow that sends a notification to Chatwork when the opportunity stage in Salesforce is set to Closed Won.
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Salesforce Gmail
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.‍
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Salesforce Talknote
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.
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Salesforce Workplace from Meta
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.
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Salesforce Backlog
Add a task to Backlog when opportunity information is registered in Salesforce.
This is a flow that adds an issue to Backlog when new opportunity information is registered in Salesforce. The content of the task to be added to Backlog can be freely set.‍
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Salesforce
Issue a quote from Salesforce opportunity information and send it via Gmail.
This is a business workflow that automatically creates a quotation from Salesforce opportunity information and sends it via Gmail. It reduces manual work, improves accuracy, and supports the efficiency of the sales team.
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Salesforce Gmail
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.
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Salesforce Gmail
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.
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Salesforce Gmail Microsoft Outlook
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.
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Salesforce
Issue a contract from Salesforce account information and store it in One Drive.
This is a business workflow that automatically generates contracts using Salesforce account information and saves them to One Drive. This reduces the effort of document management and prevents errors.
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No-Code API Actions
Automation operations
    Get Lead records
    Update Lead Records
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account records
    Update Account records
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity records
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact records
    Create Contact Records
    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 Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity 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 Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object 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
    Get File Name
    Get Email Messages
    Search records using SOQL
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
    When a calendar event is created
    When a calendar event is updated
    When a calendar event is deleted
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GMO Sign
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Google Chat
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© Yoom Inc.