How to automatically register a spot in cyzen when an account is registered in Salesforce by integrating Salesforce and cyzen

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

In modern sales roles, the digitization of daily operations is advancing, such as automating data management related to sales and proceeding with tasks more efficiently at a lower cost.
For example, manually managing client data with multiple tools takes time and effort, but by using app integration to automate, you can significantly save time.
This article introduces how to integrate Salesforce with cyzen to automatically register spots in cyzen when a client is registered in Salesforce.
This will improve operational efficiency and support more strategic sales activities.
This app integration can be easily implemented without programming. Please refer to this article and give it a try.

Recommended for

Sales representatives using Salesforce and cyzen who are spending time on manual spot registration
Team leaders looking for ways to efficiently share client information on-site while utilizing Salesforce
Leaders in the sales planning department considering a system to quickly plan visits after registering new clients

Benefits and Examples of Integrating Salesforce and cyzen

Benefit 1: Streamlining Operations by Automating Spot Creation

When entering spot information into cyzen manually, representatives must register information one by one, which takes time and effort. Automating this process can potentially reduce the time spent on spot creation.
For example, in a company registering 10 spot information entries per day, if each entry takes 5 minutes, it could save 50 minutes per day and approximately 20 hours per month.
Additionally, it helps prevent input errors from manual entry, reducing the need for correction work in later stages.
Thus, it is possible to reduce the workload of spot creation while enhancing accuracy.

Benefit 2: Strengthening Interdepartmental Collaboration through Centralized Information Management

By integrating Salesforce and cyzen, client information is automatically shared, improving operations in sales and field activities.
For example, when a new client is registered in Salesforce, the spot is automatically reflected in the cyzen app for field representatives.
This allows field representatives to prepare for sales based on the latest client information.
Moreover, the elimination of data gaps between the two systems is expected to facilitate smooth interdepartmental collaboration.
As a result, client information can be shared, and sales activities can proceed smoothly.

Benefit 3: Enhancing Customer Satisfaction through Faster Visit Planning

With client information automatically registered in cyzen, sales representatives may enhance the speed and accuracy of customer interactions.
For example, it should be possible to quickly visit newly registered clients and accurately understand their needs.
Additionally, by providing proposals and solutions based on the latest client information, field sales representatives are expected to gain smooth trust from customers.
As a result, the elimination of information time lags through automation is expected to improve the quality of customer interactions and lead to increased satisfaction.

Now, let's explain how to use the no-code tool Yoom to automatically register spots in cyzen when a client is registered in Salesforce.
[What is Yoom]

How to Automatically Register Spots in cyzen When a Client is Registered in Salesforce

It is possible to achieve this by receiving the registration of a client in Salesforce using Salesforce's API and automatically registering the client data registered in Salesforce to cyzen using the API provided by cyzen.
Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

We will create it in the following major processes.

Integrate Salesforce and cyzen with My Apps
Copy the template
Retrieve Salesforce record information and register spots in cyzen
Set the trigger to ON and complete the flow operation preparation

If you are registered with Yoom, please log in, and if you are not registered, please proceed with the settings after registering for free.

Step 1: Connect Salesforce and cyzen to My Apps

First, connect Salesforce and cyzen to My Apps.
After logging into Yoom, click on "My Apps" on the left side of the screen and search for Salesforce from "+ New Connection".
If you want to try it in a test environment, click on Salesforce (Sandbox environment), and if you want to set it up, click on Salesforce.
※ 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 set will result in an error, 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.

After logging in and granting access, the Salesforce connection will be completed.
For more details on how to connect Salesforce, please refer to here.

Next, search for cyzen from "+ New Connection" following the same steps as before.

Set any name you like for "Account Name".
For "Access Token", set the static token. Please contact your cyzen representative for the static token.
After setting each item, click "Add" to complete the cyzen connection.

Next, let's proceed with the setup using the flow bot template.
Log into Yoom and click "Try it" on the banner below.

‍

"Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Retrieve Salesforce Record Information

Next, set up the Salesforce trigger.
Click "When a new record is registered in the Account object".

On the next page, check the "Account information to integrate with Salesforce".
You can freely edit the title, but do not change the trigger action and click "Next".

Set up the API connection.
The "Trigger activation interval" can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please note that the shortest activation interval varies depending on the plan.
Enter the "My Domain URL" obtained from Salesforce's "Settings > My Domain" by referring to the annotation.
After setting, click "Test".

Check the data obtained from Salesforce in the output and click "Save".

Step 3: Register a Spot in cyzen

Next, set up the cyzen action.
Click "Register spot information".

Edit the title as desired and check the account information, then click "Next".

Enter the "Company ID" and "Spot Code".
*For "Company ID", please contact your cyzen representative.

When you click the field, candidates will be displayed, so select the appropriate item.
After setting, click "Test".
Confirm that a new spot is registered in cyzen and click "Save".

Click "Turn ON Trigger" to complete the preparation for flow operation.
With this, when a new account is created in Salesforce, a spot will be automatically registered in cyzen.

Other Automation Examples Using Salesforce and cyzen

There are many other examples of automation using Salesforce and cyzen at Yoom, so here are a few.

1. Notify Microsoft Teams When a Report is Registered in cyzen

When a report is registered, an automatic notification is sent to a specific channel in Microsoft Teams. This allows the person in charge to quickly review the report.

2. Clock in HRMOS Attendance when attendance is registered in cyzen

Based on the attendance information in cyzen, you can automatically manage clock-ins in HRMOS Attendance. This reduces the effort of clocking in and supports the accuracy of the data.

3. Send Standardized Emails in Gmail Based on Salesforce Contact Information

Utilize contact data within Salesforce to send emails in Gmail based on a template. This ensures consistency in response quality and is expected to improve the efficiency of customer interactions.

Summary

By integrating Salesforce with cyzen, automatic sharing of client information and improved operational efficiency can be achieved.
Automation eliminates the need for manual spot registration tasks and centralizes information management, allowing sales representatives to focus more on strategic activities.
The Yoom app integration can be easily implemented without the need for programming. Take this opportunity to experience operational efficiency through automation.