"Every day, it's a hassle to manually enter information into Salesforce every time a new issue is created on GitHub..."
If you have this concern, we have the perfect solution for you! By integrating GitHub with Salesforce, issues created on GitHub are automatically synced to Salesforce cases, eliminating the need for manual data entry. This allows for smooth information sharing between the development and sales teams, greatly improving efficiency.
This article provides a detailed introduction to what can be achieved by integrating GitHub and Salesforce, as well as specific setup methods. Why not reduce manual work and aim for more efficient operations?
For those who want to try it quickly
By using Yoom, you can easily integrate GitHub and Salesforce without any code. Yoom provides templates for integrating GitHub and Salesforce, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview The "Sync GitHub Issues with Salesforce Cases" flow is a workflow that automates information sharing between development and sales teams by leveraging the integration between GitHub and Salesforce. When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to keep real-time track of the latest information.
■Who we recommend this template for - Developers and sales representatives who use both GitHub and Salesforce - Project managers who spend time on manual data migration - IT personnel who want to streamline information sharing between teams - Business operators who want to improve operational efficiency through automation - Those implementing Salesforce-GitHub integration for the first time
■Notes - Please integrate both GitHub and Salesforce with Yoom. - Branching is available on the Mini Plan and above, while Salesforce is available only on the Team Plan or Success Plan. If you use the Free Plan or Mini Plan, the operations or data connections set in the flowbot will result in errors, so please be careful. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps.
What You Can Do by Integrating GitHub and Salesforce
By integrating GitHub and Salesforce APIs, you can automatically link GitHub data to Salesforce! For example, you can automatically perform data integration like the following without human intervention.
Sync GitHub Issues with Salesforce Cases
By utilizing this flow, you can reflect GitHub Issues in Salesforce. This allows for immediate information sharing across departments. This flow is especially recommended for companies looking to strengthen inter-departmental collaboration!
■Overview The "Sync GitHub Issues with Salesforce Cases" flow is a workflow that automates information sharing between development and sales teams by leveraging the integration between GitHub and Salesforce. When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to keep real-time track of the latest information.
■Who we recommend this template for - Developers and sales representatives who use both GitHub and Salesforce - Project managers who spend time on manual data migration - IT personnel who want to streamline information sharing between teams - Business operators who want to improve operational efficiency through automation - Those implementing Salesforce-GitHub integration for the first time
■Notes - Please integrate both GitHub and Salesforce with Yoom. - Branching is available on the Mini Plan and above, while Salesforce is available only on the Team Plan or Success Plan. If you use the Free Plan or Mini Plan, the operations or data connections set in the flowbot will result in errors, so please be careful. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps.
Let's Create a GitHub and Salesforce Integration Flow
Now, let's create a flow that integrates GitHub and Salesforce! We'll use Yoom to proceed with the integration of GitHub and Salesforce without any code, so if you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will synchronize GitHub Issues with Salesforce Cases! The creation process is broadly divided into the following steps.
Integrate GitHub and Salesforce with My Apps
Copy the template
Set up the app trigger
Integrate with Salesforce and add records
Integrate with GitHub and update Issues
Set the trigger to ON and complete the flow activation preparation
■Overview The "Sync GitHub Issues with Salesforce Cases" flow is a workflow that automates information sharing between development and sales teams by leveraging the integration between GitHub and Salesforce. When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to keep real-time track of the latest information.
■Who we recommend this template for - Developers and sales representatives who use both GitHub and Salesforce - Project managers who spend time on manual data migration - IT personnel who want to streamline information sharing between teams - Business operators who want to improve operational efficiency through automation - Those implementing Salesforce-GitHub integration for the first time
■Notes - Please integrate both GitHub and Salesforce with Yoom. - Branching is available on the Mini Plan and above, while Salesforce is available only on the Team Plan or Success Plan. If you use the Free Plan or Mini Plan, the operations or data connections set in the flowbot will result in errors, so please be careful. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps.
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add". From the app list in My Apps, click on GitHub.
(2) From the GitHub sign-in screen, sign in with your account.
(3) Next, connect with Salesforce. Similarly, click on Salesforce from the app list in Yoom. From the Salesforce login screen, enter your "Username" and "Password" and click login. ※ Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful.
If you want to "Try it for free first!", you can register for a 2-week free trial, during which you can use the restricted apps!
Once the connection is complete, GitHub and Salesforce will be registered in Yoom's My Apps.
This completes the My App registration. Next, let's set up triggers using templates!
Step 2: Copy the Template
We will use the template introduced earlier. Click "Try it" on the banner below to copy it. Once copied, the template will be copied to your Yoom management screen as shown below, so press OK and proceed with the setup.
■Overview The "Sync GitHub Issues with Salesforce Cases" flow is a workflow that automates information sharing between development and sales teams by leveraging the integration between GitHub and Salesforce. When a new issue is created in GitHub, a corresponding case is automatically registered in Salesforce, allowing both teams to keep real-time track of the latest information.
■Who we recommend this template for - Developers and sales representatives who use both GitHub and Salesforce - Project managers who spend time on manual data migration - IT personnel who want to streamline information sharing between teams - Business operators who want to improve operational efficiency through automation - Those implementing Salesforce-GitHub integration for the first time
■Notes - Please integrate both GitHub and Salesforce with Yoom. - Branching is available on the Mini Plan and above, while Salesforce is available only on the Team Plan or Success Plan. If you use the Free Plan or Mini Plan, the operations or data connections set in the flowbot will result in errors, so please be careful. - Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps.
(1) Configure the settings for when a new Issue is created in GitHub. Click on "When a new Issue is created" in the app trigger.
(2) From the "Select Your Account" screen in GitHub, verify that there are no errors in the account information connected to GitHub, keep the trigger action as "When a new Issue is created," and click "Next."
(3) From the "API connection settings for the app trigger" screen, select the trigger interval. Select the trigger interval from the dropdown menu: 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ Please note that the shortest activation interval varies depending on the plan.
Scroll down, verify the red line, and enter the owner name and repository name. Once the input is complete, click "Test."
If the GitHub information is reflected in the retrieved value, the test is successful. If you're wondering "What is retrieved value?", please refer to the site below!
Click "Save" at the bottom and proceed to the next step!
Step 4: Integrate with Salesforce and Add Records
(1) Next, integrate with Salesforce to add records. Click "Operate Database."
(2) From the "Database Integration" screen, verify that there are no errors in the account information linked with Salesforce, and keep the action as "Add Record."
Scroll down, verify the red line, and enter your My Domain URL. Select the object API name from the options. Once the input is complete, click "Next" at the bottom.
(3) From the "Database Operation Detailed Settings" screen, input the values for the record to be added using the retrieved values. By using the retrieved values, you can reference the information obtained by the app trigger! Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
Step 5: Integrate with GitHub and Update Issue
(1) Next, integrate with GitHub to update an Issue. Click "Update Issue."
(2) From the "Select Linked Account and Action" screen in GitHub, verify that there are no errors in the linked account, keep the action as "Update Issue," and click "Next."
(3) From the "API Connection Settings" screen, enter the repository owner and repository name. Re-enter the repository owner and repository name that you entered in step 3 (3).
Scroll down, and use the retrieved values to input the issue number, title, and comment content. Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
Other fields are not mandatory. Please fill in the necessary fields. Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
Step 6: Set Trigger to ON and Complete Flow Operation Preparation
Well done! All settings are now complete. Once the settings are complete, the following menu will be displayed, so turn the trigger ON.
Try actually starting the flow bot and check if the GitHub Issue is synchronized with the Salesforce case!
If You Want to Integrate Salesforce Data with GitHub
This time, we introduced how to integrate data from GitHub to Salesforce, but if you want to perform data integration from Salesforce to GitHub, please also use the template below.
Automatically Create a GitHub Issue When a To Do is Registered in Salesforce
When a To Do is registered in Salesforce, an Issue is automatically created in GitHub. This eliminates the hassle of transcribing to GitHub. Additionally, by automating, you can prevent duplicate or missing Issues.
When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
■Overview The flow 'Automatically create a GitHub Issue when a To Do is registered in Salesforce' is a business workflow that facilitates smooth collaboration between sales and development teams. When To Do information is registered in Salesforce, a related GitHub Issue is automatically generated, streamlining project management. This enables smooth information sharing between teams and allows for quick responses.
■Recommended for ・Sales representatives managing sales activities using Salesforce ・Developers who want to enhance collaboration with development teams by managing projects on GitHub ・Team leaders who want to automate information sharing between sales and development and reduce manual work ・IT personnel in companies aiming to improve business efficiency through Salesforce and GitHub integration ・Executives aiming to quickly share To Do information with development teams and speed up projects
■Notes ・Please integrate both Salesforce and GitHub with Yoom. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Reflect Salesforce To Do updates to closed status in GitHub Issues
This flow is ideal for those who want to streamline information sharing between sales representatives and the development team. By automating the process, you can save time spent on manual entries. Additionally, reducing manual errors will help ensure accurate information is conveyed.
When the To Do in Salesforce is updated to Closed, reflect it in the GitHub Issue.
■Overview The "Reflect GitHub Issue when Salesforce To Do is updated to Closed" flow leverages the integration between Salesforce and GitHub to create a seamless business workflow. When a deal is closed, it is automatically reflected in a GitHub Issue, facilitating smooth information sharing between sales and development teams. By eliminating manual data entry and speeding up data updates, this greatly enhances operational efficiency.
■Recommended for ・Sales and development teams managing To Dos using Salesforce and project management in GitHub ・Project managers looking to automate the integration between Salesforce and GitHub to improve operational efficiency ・Companies aiming to quickly and accurately transmit information from sales to development
■Notes ・Please integrate both Salesforce and GitHub with Yoom. ・Branching is available from the Mini Plan and above. Salesforce is an app available only in Team Plan and Success Plan. For Free Plan and Mini Plan, the configured Flowbot operations and data connections will result in errors, so please be careful. ・Paid plans like Team Plan and Success Plan offer a 2-week free trial. During the free trial period, apps that are subject to restrictions can be used.
■Overview This is a flow that uses OCR on attachments from Google Forms to create a GitHub Issue. With Yoom, you can easily connect apps without programming, making this flow easy to implement.
■Recommended for those who: ・Want to streamline the process of creating Issues on GitHub ・Want to prevent input errors and improve efficiency when entering error codes during Issue creation ・Want to prevent errors in selecting the correct destination for creating Issues on GitHub
■Notes ・Please connect both Google Forms and GitHub with Yoom. ・For how to retrieve response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
■Overview The flow "When a GitHub issue is newly created, automatically register it in the Notion database" is a business workflow that smoothens the management of development projects.
■Recommended for: - Developers who manage projects using GitHub - Project managers who want to centrally manage tasks and issues using Notion - Team leaders who are spending time on manual data entry - Those who want to easily achieve integration between GitHub and Notion - Business owners who wish to promote automation and build an efficient workflow
■Notes - Please link both GitHub and Notion with Yoom.
■Overview This is a flow that adds an issue to GitHub when an email with a specific label arrives in Gmail. With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for ・Members of a development team managing inquiries or bug reports received via email from customers on GitHub ・Those who want to organize sales or support interactions as GitHub Issues ・Product managers who want to respond quickly to feedback from users ・Those who want to automate organizing and transcribing email content to reduce the hassle of registering GitHub Issues ・Business unit managers managing multiple projects simultaneously who want to efficiently manage email requests from stakeholders
■Notes ・Please connect both Gmail and GitHub with Yoom. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval may vary depending on your plan.
■Overview The "Automatically register new lead information from Salesforce as a task in Asana" workflow is an optimal business workflow for those aiming to improve the efficiency of their sales activities.
■Recommended for ・Sales representatives who are already utilizing Salesforce and Asana and wish to strengthen data integration between the two systems ・Team leaders who want to streamline follow-up after lead acquisition and manage tasks without any oversight ・Company executives seeking to improve efficiency and productivity through the automation of sales processes ・Sales support staff who spend time on manual data entry
■Caution ・Please integrate both Salesforce and Asana with Yoom. ・Salesforce is an app available only for Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flowbot will result in errors, so please be careful. ・Paid plans like Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are otherwise restricted. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger activation interval varies depending on the plan.
■Overview The "Register participant information from Zoom webinar to Salesforce lead after webinar ends" flow automatically links participant data to Salesforce after the webinar ends, streamlining the preparation for sales activities. It eliminates manual data entry and achieves efficient lead management.
■Recommended for ・Sales representatives who regularly hold Zoom webinars and want to manage participant data in Salesforce ・Marketing teams who want to automate lead management by utilizing the integration of Salesforce and Zoom ・Sales and marketing representatives who spend time manually entering participant information after webinars ・Business owners who want to improve the sales process through efficient lead registration
■Notes ・Link both Zoom and Salesforce with Yoom. ・For operations between "Repeat the same process", Salesforce is an app available only with the team plan or success plan. If you are on the free plan or mini plan, the operations and data connects set on the flow bot will result in errors, so please be careful. ・Paid plans such as team plans and success plans offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The workflow 'Create a folder in Microsoft SharePoint when a lead is registered in Salesforce' contributes to the efficiency of folder creation tasks. It allows automatic creation of folders for each company, leading to improved operational efficiency.
■Recommended users for this template - Those who manage customers using Salesforce - Those who want to quickly create folders every time a lead is registered in Salesforce - Those aiming to improve operational efficiency by integrating Salesforce with Microsoft SharePoint - Those using Microsoft SharePoint for document management - Those who want to organize materials and documents quickly
■Notes - Please integrate both Salesforce and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval differs depending on the plan. - There are home and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and authentication might fail if you are not subscribed to the general business plan. - Salesforce is an application available only in Team Plan and Success Plan. Operations or data connects for Flowbots set in free or mini plans will result in errors, so please be aware. - Paid plans like Team Plan or Success Plan offer a 2-week free trial. Apps subject to restrictions can be used during the free trial period.
■Overview The "Flow to post to X (Twitter) when a new record is added to Salesforce's custom object" is a business workflow that utilizes the integration of Salesforce and X (Twitter) to automatically deliver important information and updates. By notifying followers in real-time when new data is added, it facilitates smooth information sharing.
■Recommended for ・Sales representatives who want to integrate Salesforce and X (Twitter) to improve business efficiency ・Marketing personnel who want to automatically disseminate information when a new record is added ・Social media personnel who want to ensure they don't miss the timing to disseminate information ・IT personnel of companies who want to reduce manual posting and achieve automation
■Precautions ・Please integrate both Salesforce and X (Twitter) with Yoom. ・Salesforce is an app available only with team plans and success plans. Operations and data connections in flow bots set up under free or mini plans will result in errors, so please be aware. ・A two-week free trial is available for paid plans like team plans and success plans. During the free trial, you can use apps that are normally restricted.
How was it? By integrating GitHub and Salesforce, you can solve challenges such as "eliminating manual data entry," "facilitating smooth information sharing between teams," and "enhancing operational efficiency." Automatically reflecting GitHub issues in Salesforce helps eliminate wasteful tasks and allows the entire team to stay updated with the latest information.
With the no-code tool Yoom, you can easily integrate GitHub and Salesforce without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
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