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"It's such a hassle to open Salesforce and check lead information..."
"There's no point if the data registered in Salesforce can't be shared within the team..."
Have you ever felt this way?
When sharing information in sales or within the company, if Salesforce data isn't shared, it might delay responses.
Therefore, by integrating Salesforce with chat tools or email, you can save the trouble of notifications and make sharing easier.
This way, you can share the necessary information with the necessary people, eliminating the worry of missing important information.
In this article, we will explain how to set up automation to notify Salesforce data!
The automation we introduce can be easily set up without any code, so please give it a try.
Yoom offers templates for automating workflows using Salesforce! If you want to try it right away, click the banner below to start!
■Overview
The workflow "Notify Google Chat when lead information is registered in Salesforce" facilitates smooth information sharing within the sales team. When a new lead is registered in Salesforce, a notification is automatically sent to Google Chat, allowing the entire team to quickly share the information. By utilizing Yoom, this workflow achieves faster information transmission and improved operational efficiency.
■Recommended for
■Benefits of using this template
There are various ways to automatically notify Salesforce data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience Salesforce's automatic updates. Registration takes just 30 seconds, so feel free to give it a try!
This is a flow that sends notifications to chat tools like Google Chat, starting from sales support apps like Salesforce.
It's convenient because you can keep track of activities just through chat without having to open Salesforce repeatedly!
■Overview
The workflow "Notify Google Chat when lead information is registered in Salesforce" facilitates smooth information sharing within the sales team. When a new lead is registered in Salesforce, a notification is automatically sent to Google Chat, allowing the entire team to quickly share the information. By utilizing Yoom, this workflow achieves faster information transmission and improved operational efficiency.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that notifies Microsoft Teams when the opportunity stage in Salesforce is marked as "Closed Won".
■Recommended for
1. Sales teams that manage opportunities in Salesforce and communicate via Microsoft Teams
・Those who want to automatically notify Microsoft Teams when the opportunity stage is "Closed Won" to share order information with the entire team, ensuring prompt response and enhanced collaboration
2. Sales managers who want to quickly grasp order information
・Those who want to quickly understand the progress of opportunities in Microsoft Teams, leading to swift decision-making and improved team goal achievement
3. Those who want to streamline sales activities by integrating Salesforce and Microsoft Teams
・Those who want to improve sales productivity by streamlining information sharing, progress management, and communication
■Benefits of using this template
By utilizing the flow [Notify Microsoft Teams when the opportunity stage in Salesforce is marked as "Closed Won"], it becomes possible to prompt necessary procedures after closing and prepare for the next opportunity.
By integrating Salesforce and Microsoft Teams, you can strengthen information sharing within the sales team, allowing representatives to promptly share information without missing any closures.
The notification content to Microsoft Teams can also be freely customized.
This is a flow for sending and forwarding messages using email tools like Gmail, starting from business management applications like Salesforce.
It is useful in scenarios commonly seen in sales activities, such as "sending materials" and "responding to inquiries"!
■Overview
Send a template email from Gmail using specific lead detail pages in Salesforce.
Feel free to change the email content to any desired value.
Additionally, attachments can be freely configured.
■Notes
・This can only be used on Chrome as it requires a Chrome extension.
・Salesforce is available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flow Bot will result in errors, so please be aware.
・Paid plans like the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are usually restricted.
■Overview
This is a flow for sending template emails via Outlook based on Salesforce contact information.
■Recommended for
1. Sales and marketing professionals using Salesforce
・Those who want to reduce the hassle of manual email sending and improve response speed to customers
・Those who want to centrally manage Salesforce contact information and email sending history
2. Companies looking to strengthen communication with customers
・Those who want to increase touchpoints with customers and enhance engagement
・Those who want to utilize Outlook for lead nurturing and improving customer satisfaction
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but regular communication is essential for building good relationships with contacts.
By using this flow, template emails can be automatically sent from Outlook based on contact information, eliminating the need for manual sending by staff, greatly improving operational efficiency, reducing human error, and enabling more courteous and accurate customer service.
■Notes
・Please integrate both Salesforce and Outlook 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 for 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 normally restricted.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Now, let's create a flow to automatically notify Salesforce data!
This time, we will proceed with the setup using Yoom without any coding!
If you do not have a Yoom account yet, please issue one from the registration form here.
[What is Yoom]
This time, we will create a flow bot that notifies Google Chat when lead information is registered in Salesforce!
The creation process is broadly divided into the following steps.
■Overview
The workflow "Notify Google Chat when lead information is registered in Salesforce" facilitates smooth information sharing within the sales team. When a new lead is registered in Salesforce, a notification is automatically sent to Google Chat, allowing the entire team to quickly share the information. By utilizing Yoom, this workflow achieves faster information transmission and improved operational efficiency.
■Recommended for
■Benefits of using this template
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on + Add.
2. You can search by app name in the input field.
Let's register Salesforce as My App!
Enter Salesforce in the input field, and the Salesforce icon will appear. Click on the Salesforce icon.
Salesforce is an app available only on the Team Plan and Success Plan.
On the Free Plan or Mini Plan, Flowbot operations and data connections may result in errors, so please be careful.
Note that there is a 2-week free trial for paid plans (Team Plan and Success Plan), so try it out with the trial first!
1. The Salesforce login screen will appear. Log in with the account you want to integrate.
For detailed instructions on registering My App with Salesforce, refer to the following link.
How to Register My App with Salesforce
If an error is displayed during My App integration, please check the following link.
If "Session expired or invalid" error is displayed in Salesforce
Click "Add" to complete the registration of My App with Salesforce.
Similarly, search for Google Chat and click on the icon.
Integration with Google Chat is only possible with Google Workspace.
For more details, refer to here.
Search for Google Chat in the same way.
Click on Google Chat (OAuth).
1. The following screen will appear.
Click on "Sign in with Google".
2. Enter the Client ID and Client Secret.
For detailed instructions on registering My App with Google Chat, refer to here.
Once you have finished entering, click "Register".
If the registration of My App is successful, the following screen will be displayed.
Check if the icons for Salesforce and Google Chat are displayed on the My Apps screen.
Click on "Try it" from the link below.
■Overview
The workflow "Notify Google Chat when lead information is registered in Salesforce" facilitates smooth information sharing within the sales team. When a new lead is registered in Salesforce, a notification is automatically sent to Google Chat, allowing the entire team to quickly share the information. By utilizing Yoom, this workflow achieves faster information transmission and improved operational efficiency.
■Recommended for
■Benefits of using this template
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
First, click on the icon at the top that says "When a new record is registered in the Lead object".
Set up the account information to integrate with Salesforce.
Select the trigger "When a new record is registered in the Lead object".
Once the setup is complete, click "Next".
Once the setup is complete, click Test.
When the test is successful, the information retrieved from Salesforce will be displayed as output.
If you are interested in the details of the output, please check the link below.
About the output
Don't forget to click "Save" once the test is successful!
Finally, click on the "Send Message" icon.
Set up the account information to integrate with Google Chat.
Select the action "Send Message".
Once the setup is complete, click "Next".
Set up each item.
Once the setup is complete, test to ensure it works properly.
If there are no issues, save and you're done!
Well done! All settings are now complete.
Once the setup is complete, the following screen will appear.
Click "Turn on the trigger" to activate the flow bot.
This was the method to notify Google Chat when lead information is registered in Salesforce!
In addition, you can read business card data with OCR and automatically register it in Salesforce.
You can also notify Salesforce reports to Slack!
■Overview
When you upload a business card image to the input form, necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object.
This can be utilized when registering business card information collected from exhibitions or events into Salesforce.
Business card images taken with a smartphone or similar device can be used without any issues.
■Setup Method
1. Set up a form to collect business card data. Configure the items you want to extract with the "Read text from business card data" action.
2. Automatically store the read data in the Salesforce lead object with the "Add lead information" action.
■Notes
・Please prepare the business card data.
・Integration settings between Salesforce and Yoom are required.
・Available with Yoom's team plan or higher.
・AI operations are features available only in the team plan and success plan. In the case of the free plan or mini plan, the operation of the configured flow bot will result in an error, 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 and AI features (operations).
■Overview
This is a flow that updates Salesforce records when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared sheets and share information
・HR personnel who share sheets with multiple offices to share employee information
2. Companies managing deals with Salesforce
・Those who manage and share progress for each project within the team
・Sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets helps to smoothly accumulate and share information, facilitating business operations.
However, manually entering updates in both Google Sheets and Salesforce is inefficient and time-consuming.
This flow is suitable for those who want to reflect updates without spending time.
By referencing updates in Google Sheets to edit Salesforce information, it prevents manual errors and saves effort.
■Notes
・Please integrate both Google Sheets and Salesforce 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, 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 usually restricted.
■Overview
This is a flow to create a payment link from Salesforce to Stripe and send it via email.
By using Yoom, you can easily connect apps without programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who use Salesforce for customer and sales management
・Those who want to efficiently handle billing tasks and quickly complete payments
2. Those who use Stripe for payment processing
・Those who want to automate the process of generating payment links directly from Salesforce and sending them to customers
■Benefits of using this template
By utilizing an automated flow that creates a payment link from Salesforce to Stripe and sends it via email, you can eliminate the manual effort of generating links and sending emails.
This improves operational efficiency and enables quicker response to customers.
Additionally, reducing manual errors enhances reliability for customers.
In particular, speeding up and ensuring accuracy in billing tasks contributes to improved cash flow and supports smooth business operations overall.
■Notes
・Please integrate Yoom with both Salesforce and Stripe.
・Stripe and Salesforce are apps 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 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. You can use restricted apps during the free trial period.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
The flow of "Issuing contracts from Salesforce account information and storing them in Notion" is a business workflow that facilitates smooth contract creation and information management in sales operations.
It automatically generates contracts by utilizing account data managed in Salesforce.
Furthermore, by organizing and storing these contracts in Notion, centralized information management is achieved.
This supports efficient business operations by eliminating the hassle of manual data entry and document management.
■Recommended for
■Benefits of using this template
By utilizing this flow, contracts can be automatically created based on Salesforce data, significantly reducing the time spent on manual tasks and speeding up contract creation.
Additionally, the automatically stored contracts in Notion make information organization and access easier.
Furthermore, reducing manual data entry decreases the risk of human error.
Eliminate the hassle of Salesforce data notifications and deliver them accurately to your team.
By implementing the automation described in this article, you can easily achieve this ideal.
Notifying Salesforce data to Google Chat or Microsoft Teams should streamline internal collaboration.
Additionally, based on Salesforce leads and contact information, you can send template emails via Gmail or Outlook, saving the effort of composing emails.
By introducing such automation, you can also prevent oversights and delays in response.
If you're interested in automation using Yoom, please create a free account here.
Registration is simple and can be completed in about 30 seconds, so you can set it up between tasks!
You won't have to worry about "I need to share that information with the team," allowing you to focus on other tasks.
