How to integrate Salesforce with Chatwork to notify when a new lead is registered in Salesforce

Salesforce is a useful tool for streamlining sales activities. It allows for centralized management and analysis of customer information, contributing to increased productivity for sales teams. However, manually notifying stakeholders via Chatwork every time a new lead is registered in Salesforce may hinder quick responses. This article explains the benefits and setup methods for integrating Salesforce with Chatwork. This article is recommended for the following people! - Those who are utilizing both Salesforce and Chatwork - Company representatives who want to facilitate smooth information sharing between multiple departments - Those who wish to reduce workload by integrating Salesforce and Chatwork Benefits and Examples of Integrating Salesforce and Chatwork Benefit 1: Speeding Up Information Transmission Manual information transmission can sometimes result in time lags. For example, after a sales representative registers new lead information in Salesforce, additional communication is needed to inform related departments, which may involve notifying multiple departments individually. By integrating Salesforce with Chatwork, notifications are automatically sent to Chatwork after new lead registration, reducing the time required for information transmission. For instance, when lead information obtained from a web campaign conducted by the marketing department is registered in Salesforce, a Chatwork notification is quickly sent to the sales department, making it easier for representatives to promptly start follow-ups. This can accelerate initial responses to potential customers and reduce the risk of missing business opportunities. Benefit 2: Reducing Manual Errors Manual information transmission is prone to human errors such as input mistakes or transcription errors. For example, when a sales representative manually transcribes lead information registered in Salesforce into an internal system, there is a risk of incorrect input. Additionally, when sharing information stored in Salesforce, using verbal communication or notes may result in inaccurate transmission and potential information leaks. By integrating Salesforce with Chatwork, when a sales representative registers a new lead in Salesforce, all members can view the information on Chatwork. As a result, everyone can make quick decisions based on the same information, leading to improved operational efficiency. Benefit 3: Reducing the Burden on Representatives Manual information transmission is one of the causes of increased workload for representatives. For example, if a sales representative has to communicate new lead information to related departments via email or phone each time, it requires a lot of time and effort. By integrating Salesforce with Chatwork, manual communication becomes unnecessary, allowing representatives to focus on their tasks without being distracted by transmission work. For instance, sales representatives can increase their time spent preparing for negotiations or interacting with customers, leading to higher performance. Additionally, recipients of information can quickly receive necessary information, facilitating smooth responses. As a result, it is expected to contribute to increased productivity across the organization. In this article, we will proceed with integration using Yoom. If you haven't used it yet, please check out "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to notify Chatwork when a new lead is registered in Salesforce. [What is Yoom] How to Create a Salesforce and Chatwork Integration Flow It is possible to achieve this by receiving new lead registrations in Salesforce using Salesforce's API and notifying the specified group chat in Chatwork with the lead information registered in Salesforce using Chatwork's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow is broadly created through the following processes. - Register My Apps with Salesforce and Chatwork - Set up a trigger that activates when a new lead is registered in Salesforce - Configure notifications to Chatwork - Test and verify Step 1: My App Integration with Salesforce and Chatwork First, log in to your Yoom account. If you do not have an account, please create one on the Yoom account issuance page. Click on My Apps, then click on New Connection. You can search by app name from the input field. This time, search and register Salesforce and Chatwork respectively. Register My App with Salesforce Let's start by registering with Salesforce. Please note that 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 of the flow bot you have set will result in errors, so please be careful. Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions. When you enter Salesforce in the input field, the Salesforce icon will be displayed, so click on the icon. The Salesforce login screen will be displayed. Please log in with the account you want to link. For detailed instructions on registering My Apps with Salesforce, please refer to the following link. Salesforce My App Registration Method Click Add to complete the registration of Salesforce My App. Register My App with Chatwork Similarly, search for Chatwork and click on the icon. The following screen will appear. Please enter the account you want to link. Please enter your password. Once you have finished entering, click Login. The following screen will appear. If there are no issues, click Allow. This concludes the registration of My Apps with Salesforce and Chatwork. Once My App registration is successful, the following screen will be displayed. Please check if the icons for Salesforce and Chatwork are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Select a Template and Prepare the Storage Location Click on Try it from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting the Trigger to Activate When a New Lead is Registered in Salesforce

1. First, click on "When a new lead is registered in Salesforce" at the top.

2. You can set the title freely.
Enter the account information to connect with Salesforce.
Select "When a new record is registered in the lead object" as the trigger.
Once the input is complete, click "Next".

3. Set the Trigger Activation Interval and My Domain URL
The trigger activation time can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting Notifications to Chatwork

1. Return to the flow. Finally, click on the "Notify Chatwork" icon.

2. Enter the account information to connect with Chatwork.
Select "Send a message" as the action.
Once the input is complete, click "Next".

3. Set the Room ID and Message Content
Refer to the following link for how to check the Chatwork Room ID.
How to check the Chatwork Room ID
Clicking the edit field for the message content will display the output obtained earlier.
By setting it as shown below, you can select the company name of the new lead from Salesforce's output for the message content.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. This completes the flow of [Notify Chatwork when a new lead is registered in Salesforce].

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

With Yoom, you can complete the setup smoothly without any code.
Try this convenient flow from the link below.

Other Automation Examples Using Salesforce and Chatwork

There are many other examples of automation using Salesforce and Chatwork in Yoom, so let me introduce a few.

1. A flow that retrieves Salesforce reports daily and notifies Chatwork.
By utilizing this template, you can reduce the hassle of manually retrieving and sharing reports from Salesforce.
This will likely reduce the workload in tasks with frequent report sharing.

2. This is a flow to register activity history in Salesforce when a message is posted on Chatwork.
‍ By using this template, you can register activity history in Salesforce whenever a message is posted on Chatwork.
This will be particularly useful in work environments with high message posting frequency, as it can help improve the overall efficiency of the team.

3. This is a flow that notifies Chatwork when the Salesforce opportunity stage reaches a specified phase.
By utilizing this template, team members can quickly check important progress information and respond promptly.
This is expected to eliminate the hassle of manual notifications and improve work efficiency.

Summary

By integrating Salesforce with Chatwork, it is now possible to automatically receive notifications in Chatwork when a new lead is registered in Salesforce.
This allows the person in charge to quickly grasp lead information, speeding up customer response and facilitating smooth information sharing across the team.
With Yoom, no programming knowledge is required, allowing even beginners to immediately engage in business automation.
Try building simple and convenient automation flows with Yoom.