How to integrate Google Chat with Salesforce to log activity history in Salesforce when a message is posted in Google Chat

In today's rapidly digitalizing business environment, efficient information sharing and task management are essential for improving organizational productivity. This time, we will introduce a workflow that automatically registers activity history in Salesforce when a message is posted in Google Chat by integrating Google Chat with Salesforce. This is expected to eliminate the hassle of manual data entry and streamline business processes. Additionally, we will explain a no-code integration method, so please refer to it. Recommended for: - Those who use Google Chat and Salesforce in their daily work - Those aiming to improve the efficiency of task management and information sharing across the team - Those considering automating business processes by integrating multiple tools Benefits and Examples of Integrating Google Chat and Salesforce Benefit 1: Streamlined Task Management By automatically registering the content of messages posted in Google Chat as activity history in Salesforce, smooth task management among teams can be expected. The reduction in the effort of manually recording information in Salesforce allows team members to focus on important tasks. For example, follow-up tasks posted during sales meetings are quickly recorded in Salesforce, preventing information leaks and recording errors, visualizing task progress, and potentially improving overall team productivity. Benefit 2: Faster Information Sharing By automatically reflecting interactions in Google Chat in Salesforce, quick information sharing with other departments and stakeholders within the company can be expected. Especially in projects involving multiple teams, each team can quickly grasp the latest information, potentially shortening the time to decision-making. For example, if a customer request is posted in Google Chat, both the sales and support departments can simultaneously check the information on Salesforce, allowing for a quick response. Benefit 3: Improved Quality of Customer Service By automatically registering messages related to customer interactions posted in Google Chat in Salesforce, customer interaction history is centralized. This allows for easy reference to past interactions during subsequent engagements, ensuring consistent service delivery to customers. For example, when the customer support team resolves a customer inquiry, they can provide smooth responses based on past chat history registered in Salesforce, leading to improved customer satisfaction. From here, we will proceed with the setup using Yoom's template [Register activity history in Salesforce when a message is posted in Google Chat] as the integration flow.

[What is Yoom]

How to Register Activity History in Salesforce When a Message is Posted on Google Chat

You can retrieve the content of messages posted on Google Chat using the Google Chat API and register them as activity history via the Salesforce API.
By utilizing a no-code tool called Yoom, you can easily achieve automation without programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate Google Chat and Salesforce with My Apps
Copy the template
Set up triggers and actions
Finally, confirm if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Issuance Page
If you already have an account, please log in.

2) An access token is required for registering My Apps in Salesforce.
First, log in to Salesforce and obtain an API key.
How to Register My Apps in Salesforce | Yoom Help Center
※ Please note that if you are already integrated with other services, the API integration with Yoom may not function correctly.
After logging in, click the settings button in the upper right corner.

Enter "Session Settings" in the search form at the top left and click "Session Settings" from the displayed menu.

Uncheck "Lock sessions to the IP address from which they originated" in "Session Settings".

This completes the preparation.

Step 1: Integrate Google Chat and Salesforce with My Apps

1) After logging into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed. Search for the two apps you will use this time, "Salesforce" and "Google Chat", one by one from the search box at the top.

Once you have selected Salesforce, log in with the account name you will use.
※ Please note that if you are already integrated with other services, the API integration with Yoom may not function correctly.

Click "Allow" on the access confirmation screen.

Similarly, select Google Chat and log in with your Google account.

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Step 2: Copy the Template

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1) First, click on the "Try this template" icon. 2) The following confirmation screen will appear, so please click "OK." When this screen is displayed, the copy has been completed successfully. After that, you can click on the title or details to edit them. The "!" icon is displayed on the right side, so click them in order to set up the operations. The copied template is saved in "My Projects" and can be opened from there as well. Step 3: Set the Trigger Click on "App Trigger - When a message is sent to the space." Step 4: Set Google Chat Actions 1) Select the action "When a message is sent to the space" and click "Next." 2) Enter the required fields. The trigger interval varies depending on the subscription plan. Please refer to this for details on each plan. The resource name of the space can be selected from the suggestions if the app registration is completed. Once selected, click "Test," and after a successful test, click "Save." Step 5: Set AI Actions 1) Return to the flow and click on the icon "Integrate with App - Extract data from text." 2) Select the conversion type "Extract text from data within 3,500 characters (2 tasks)" and click "Next." 3) Enter the required fields. You can use the output information from Google Chat obtained earlier to input. Select from the suggestions if necessary, and click "Save" once completed. Step 6: Set Salesforce Actions 1) Return to the flow and click on the icon "Integrate with App - Search for account object records." 2) Select the action "Search for account object records" and click "Next." 3) Enter the required fields. You can use the output information of the text data extracted earlier to input. Select from the suggestions if necessary, and click "Save" once completed. Step 7: Set Salesforce Actions 1) Return to the flow and click on the icon "Integrate with App - Create a new card." 2) Select the action "Register activity history to account object" and click "Next." 3) Enter the required fields. You can use the output information of the data extracted from the text to input comments. Select from the suggestions if necessary, and click "Save" once completed. This completes the flow of "Notify Chatwork when an order occurs in Salesforce." Step 8: Test and Verify Once the setup is complete, the following display will appear, so click "Turn on Trigger." Start the flow bot and check if it operates correctly. The template used this time is here.

Other Examples of Automation Using Google Chat and Salesforce

There are many other examples of automation using Google Chat and Salesforce available on Yoom, so here are a few introductions.

1. Notify Google Chat when a Salesforce Opportunity Reaches a Specified Stage
This template allows you to automatically send notifications to Google Chat when a Salesforce opportunity reaches a specified stage.
For example, when the sales department updates an opportunity, notifications can be sent to the management or support team, allowing for smooth preparation and response.
This automation speeds up information sharing, reduces the effort of manual communication, strengthens collaboration between related departments, and is expected to improve operational efficiency.

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2. Register a record in Salesforce when a post is made on Google Chat
This template allows you to automatically register a record in Salesforce when a post is made on Google Chat.
For example, when the support department shares customer response details on Google Chat, that information is recorded in Salesforce, enabling the sales and management departments to share the latest information.
This automation eliminates the need for manual data entry, improves the efficiency of information sharing, and helps prevent input errors. Additionally, it strengthens inter-departmental collaboration and is expected to improve the speed and accuracy of customer responses.

3. Automatically Retrieve Salesforce Reports Daily and Notify Google Chat This template allows you to automatically retrieve Salesforce reports daily and notify Google Chat of their contents.
For example, by receiving progress reports on projects, the sales department can easily share the overall situation, and the management and executive teams can understand the situation and make quick decisions.
This automation eliminates the need for regular report checks and helps prevent missing information.
Furthermore, it makes it easier to grasp the overall situation, strengthening team collaboration and improving work efficiency.

Summary

In this blog, we introduced a flow to register activity history in Salesforce when a message is posted on Google Chat.
By integrating Google Chat with Salesforce, you can reduce the time spent on manual data entry and information sharing, thereby alleviating burdens and improving operational efficiency.
Additionally, automation can prevent human errors and improve the accuracy of information.
Furthermore, by using a no-code tool like Yoom, integration can be easily achieved without complex programming.
Please take this opportunity to try the integration.

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