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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
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.
Get started for free
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API actions
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Automation Actions
    Automation Triggers
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      How to request materials and apply for a demo
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      Salesforce
       used
      Flowbot Template
      Add to Backlog when a ToDo object is registered in Salesforce.
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      Send a template email from SMSLINK based on Salesforce lead information.
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      Add a record to Salesforce when a row is added in Google Sheets.
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      When a record in the Salesforce lead object matches the conditions, send an SMS using SMSLINK.
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      Select the target record from the Opportunity object in Salesforce and send an SMS using SMSLINK.
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      Use Salesforce opportunity information to issue an invoice with Money Forward Cloud Invoice.
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      Get Salesforce reports daily and notify in Chatwork.
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      Read business card data using OCR, store it in Salesforce, and notify via Chatwork.
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      When a response is submitted through the form, add a record to Salesforce and send a notification to Slack.
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      Integrate Salesforce opportunity information with Rakuraku Sales
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