"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.
For those who want to try it as soon as possible
Yoom offers templates for automating workflows using Salesforce! If you want to try it right away, click the banner below to start!
When lead information is registered in Salesforce, notify Google Chat.
■Overview The flow 'Notify Google Chat when lead information is registered in Salesforce' is a business workflow that 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 share the information quickly. By utilizing Yoom, this workflow achieves faster information transmission and improved business efficiency.
■Recommended for - Sales representatives managing leads using Salesforce - Sales managers who want to quickly share information within the team - IT personnel in companies aiming for business efficiency by reducing time spent on manual notification tasks - Sales team leaders who want to enhance communication using Google Chat
■Notes - Please integrate both Salesforce and Google Chat with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations or 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. - Integration with Google Chat is only possible with Google Workspace. For details, please refer to the link below. https://intercom.help/yoom/en/articles/6647336
Various Ways to Automatically Notify Salesforce Data
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!
Automatically Send and Forward Salesforce Data to Chat Tools
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!
When lead information is registered in Salesforce, notify Google Chat.
■Overview The flow 'Notify Google Chat when lead information is registered in Salesforce' is a business workflow that 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 share the information quickly. By utilizing Yoom, this workflow achieves faster information transmission and improved business efficiency.
■Recommended for - Sales representatives managing leads using Salesforce - Sales managers who want to quickly share information within the team - IT personnel in companies aiming for business efficiency by reducing time spent on manual notification tasks - Sales team leaders who want to enhance communication using Google Chat
■Notes - Please integrate both Salesforce and Google Chat with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations or 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. - Integration with Google Chat is only possible with Google Workspace. For details, please refer to the link below. https://intercom.help/yoom/en/articles/6647336
This flow notifies Microsoft Teams when the opportunity phase in Salesforce is completed.
■Caution ・Please connect Yoom with both Salesforce and Microsoft Teams. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations or data connections in the flow bot will cause errors, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has both a Home plan and a Business plan (Microsoft365 Business), and if you are not enrolled in the Business plan, authentication may fail.
Automatically Send and Forward Salesforce Data via Email
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"!
Send a template email from Gmail using the lead detail page in Salesforce.
Let's Create a Flow to Automatically Notify Salesforce Data
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.
Integrate Salesforce and Google Chat with My Apps
Copy the template
Set the trigger in Salesforce and the action in Google Chat
Set the trigger to ON and complete the preparation for flow operation
When lead information is registered in Salesforce, notify Google Chat.
■Overview The flow 'Notify Google Chat when lead information is registered in Salesforce' is a business workflow that 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 share the information quickly. By utilizing Yoom, this workflow achieves faster information transmission and improved business efficiency.
■Recommended for - Sales representatives managing leads using Salesforce - Sales managers who want to quickly share information within the team - IT personnel in companies aiming for business efficiency by reducing time spent on manual notification tasks - Sales team leaders who want to enhance communication using Google Chat
■Notes - Please integrate both Salesforce and Google Chat with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations or 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. - Integration with Google Chat is only possible with Google Workspace. For details, please refer to the link below. https://intercom.help/yoom/en/articles/6647336
Step 1: Integrate My App with Salesforce and Google Chat
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.
Register My App with Salesforce
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.
Register My App with Google Chat
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.
Step 2: Copy the Template
Click on "Try it" from the link below.
When lead information is registered in Salesforce, notify Google Chat.
■Overview The flow 'Notify Google Chat when lead information is registered in Salesforce' is a business workflow that 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 share the information quickly. By utilizing Yoom, this workflow achieves faster information transmission and improved business efficiency.
■Recommended for - Sales representatives managing leads using Salesforce - Sales managers who want to quickly share information within the team - IT personnel in companies aiming for business efficiency by reducing time spent on manual notification tasks - Sales team leaders who want to enhance communication using Google Chat
■Notes - Please integrate both Salesforce and Google Chat with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations or 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. - Integration with Google Chat is only possible with Google Workspace. For details, please refer to the link below. https://intercom.help/yoom/en/articles/6647336
If the following display appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting up a trigger to activate when a new record is registered in the Lead object in Salesforce
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".
Trigger activation interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest time you can set depends on the plan you are using, socheck this article in advance to be sure.
My Domain URL: Enter it while checking the annotation in the red frame. Check this article for reference.
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!
Step 4: Setting up notifications in Google Chat
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.
Space Resource Name: When you click the input field, suggestions will appear as shown below. Select the appropriate one from the displayed options.
Message Content: When you click the edit field, the output will be displayed. Try editing and creating the message while quoting the output!
Once the setup is complete, test to ensure it works properly. If there are no issues, save and you're done!
Step 5: Testing and Confirmation
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!
Other Automation Examples Using Salesforce
Convenient Automation Examples Using 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!
Create a payment link from Salesforce for Stripe and send it via email.
■Overview The flow 'Generate a contract from Salesforce account information and store it in Notion' is a business workflow that facilitates smooth contract creation and information management in sales operations. It automatically generates contracts using 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 ・Sales representatives managing account information using Salesforce ・Small business owners who find contract creation and management cumbersome ・Team leaders who organize and share information using Notion ・IT personnel aiming to promote automation and efficiency ・Legal department personnel aiming to standardize the contract process
■Notes ・Please integrate Yoom with Salesforce, Google Docs, and One Drive. ・Refer to the following for trigger setting methods using the Chrome extension. https://intercom.help/yoom/en/articles/8831921 ・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. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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