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Automate your Workflow
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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
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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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.
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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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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.‍
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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.
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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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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.
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API actions
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Automation Actions
    Automation Triggers
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      Salesforce
       used
      Flowbot Template
      When Salesforce opportunity information is registered, add the information to Excel.
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      When activity information (activity) is registered in Salesforce, schedule it in Google Calendar.
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      When a ToDo object is registered in Salesforce, add it to Jira Software.
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      When a ToDo object is registered in Salesforce, add it to Microsoft Excel.
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      Search for company information registered in Salesforce on Google, summarize the retrieved snippets using AI, and update the record.
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      When a row is updated in Google Sheets, update the Salesforce record as well.
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      When the opportunity stage in Salesforce reaches the specified phase, send the contract via GMO Sign.
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      When an account is registered in Salesforce, automatically perform a RoboRobo compliance check and reflect the results in Salesforce.
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      When the opportunity stage in Salesforce reaches the specified phase, send a notification to Chatwork.
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      Read business card data using OCR and register it as a contact in Salesforce.
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      Kao Navi
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