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.
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.
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.
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.
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.
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.
Add a record to Salesforce when a row is added in Google Sheets.
This is a flow that adds a record to Salesforce when a row is added in Google Sheets. By referencing the registration details in Google Sheets, you can also register them in Salesforce, preventing manual errors and saving effort.
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.
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, notify Slack.
      Try it
      Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
      Try it
      Read business card data using OCR and store it in Salesforce.
      Try it
      When a ToDo object is registered in Salesforce, add it to Notion.
      Try it
      Add a record to Salesforce when a row is added in Google Sheets.
      Try it
      Use Salesforce opportunity information to issue an invoice with Money Forward Cloud Invoice.
      Try it
      When Salesforce opportunity information is registered, add the information to Excel.
      Try it
      When activity information (activity) is registered in Salesforce, schedule it in Google Calendar.
      Try it
      When a ToDo object is registered in Salesforce, add it to Jira Software.
      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!
      Salesforce
      Google Sheets
      Salesforce
      Google Sheets
      Salesforce
      Gmail
      Salesforce
      Gmail
      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
      Asana
      Salesforce
      Asana
      Salesforce
      Google Forms
      Salesforce
      Google Forms
      Google Drive
      Salesforce
      Google Drive
      Salesforce
      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