How to integrate Salesforce with freee Accounting to register a client in freee Accounting when a deal is closed in Salesforce

Do you use Salesforce and freee accounting at work? Both are very convenient tools, but by integrating the no-code tool Yoom, you can automatically register clients in freee accounting when a deal is closed in Salesforce.
Let's dive into the benefits and methods of integrating Salesforce and freee accounting!

Benefits of Integrating Salesforce and freee Accounting

Benefit 1: Reduce the hassle of manual input

By integrating Salesforce and freee accounting, when a deal is closed in Salesforce, the client is automatically registered in freee accounting. This eliminates the need for manual client input by the person in charge and prevents input errors. For example, if the sales department and accounting department integrate Salesforce and freee accounting, when a deal is closed in the sales department, the client is automatically registered in freee accounting, allowing the accounting department to smoothly proceed with invoice issuance and payment processing. Especially for companies with many clients, automation can greatly ease daily operations.

Benefit 2: Peace of mind for audit compliance

Integrating Salesforce and freee accounting streamlines business processes and makes it easier to manage client information and billing data. This ensures that necessary information is well-organized when an audit occurs, making it easier to respond.

What are the Benefits of Integrating Salesforce and freee Accounting with Yoom?

We have introduced the benefits of integrating Salesforce and freee accounting.
If you're thinking, "I understand it's convenient to integrate Salesforce and freee accounting, but can I do it myself?" we especially recommend using Yoom for integration.
The benefits of integrating Salesforce and freee accounting with Yoom are as follows.

Benefit 1: No programming required!

Yoom can be used without code, so no programming knowledge is required. Additionally, with the success plan, Yoom experts provide solid support, giving you peace of mind!

Benefit 2: Low cost

You don't want to spend a huge amount on a tool you're using for the first time, right? High costs for outsourcing systems or hiring engineers might make it difficult to get approval from your manager. However, Yoom is significantly cheaper than hiring an engineer, allowing you to start easily. You can expect cost-effective business improvements by quickly integrating useful apps for your operations!
Good news for those who are thinking, "I might want to try it!"
Yoom offers a two-week free trial. Try it out from the site below and see which apps you can integrate.
Free Yoom Registration

How to Create an Integration Flow for Salesforce and freee Accounting

Now that we've introduced the benefits of integrating Salesforce and freee accounting with Yoom, let's move on to the integration method using a template for "registering a client in freee accounting when a deal is closed in Salesforce."
Click the banner below to use the template and start together from "Try it out"!

Before Getting Started‍

First, if you do not have a Yoom account, please issue an account from the Yoom Account Issuance Page. You can start immediately!
Also, please check Getting Started with Yoom for basic operations of Yoom.

Step 1: Connect Salesforce and freee Accounting to My Apps

(1) After logging into Yoom, select "My Apps" on the left column and choose "+ New Connection".

(2) From the list of new connections in My Apps, click on Salesforce.
(3) The Salesforce login screen will appear. Enter your account's "Username" and "Password" and click Login.

(4) Click "Allow" on the access confirmation screen.
For detailed My Apps registration in Salesforce, please refer to the following site.
Salesforce My Apps Registration Method‍

(5) Next, register freee Accounting to My Apps. Click on freee Accounting from the list of new connections in Yoom, just like in (1).
(6) The app integration start screen will appear, so click "Allow" at the bottom.

Check My Apps in Yoom, and if Salesforce and freee Accounting are included, the integration is complete!

Step 2: Setting Up App Triggers

(1) We will use the template introduced earlier. Click the banner below and then click "Try it out".

Click on "When a record is created or updated in the Opportunity object" in the app trigger.

(2) On the screen to select the linked account and action, check that there are no errors in the account information linked with Salesforce, keep the trigger action as "When a record is created or updated in the Opportunity object," and click "Next."

(3) In the API connection settings screen of the app trigger, select the trigger interval from the dropdown and enter your My Domain URL. Once the input is complete, click "Test," and if there are no errors, click "Save."
※ Trigger interval → You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selectable trigger intervals vary depending on the plan.
※ For the My Domain URL, navigate to "Setup > My Domain" in Salesforce and enter the domain such as "yoom.my.salesforce.com" listed in the current [My Domain] URL.

Step 3: Operate the Database

(1) Next, click on "Retrieve Records."

(2) On the database integration screen, check that there are no errors in the account information linked with Salesforce, and select "Retrieve Records" as the execution action.
Enter the My Domain URL you input in Step 2 (3), select the API reference name of the object from the suggestions, and click "Next."
※ For the API reference name of the object, navigate to "Setup > Object Manager" in Salesforce and enter the API reference name such as "Lead."

(3) From the detailed settings of database operations, select the conditions for the records you want to retrieve and click "Test." If there are no errors, click "Save."

Step 4: Set Branch Conditions

(1) Next, click on "Branch."

(2) On the screen to specify branch conditions, select the operation and output from the dropdown in the output of the branch target.
Operation: Select "Retrieve Records"
Output: Select "Order Received"
Once the selection is complete, click "Save."

Step 5: Integrate with the App

(1) Next, click on "Create Account."

(2) On the screen to select the linked account and action, check that there are no errors in the account information linked with freee Accounting, keep the action as "Create Account," and click "Next."

(3) In the API connection settings screen, enter the required information for each field. Please select the business ID from the suggestions.
Once the input is complete, click "Test," and if there are no errors, click "Save."

(4) Finally, change the email trigger from OFF to ON.

With this, the flowbot "When an opportunity is won in Salesforce, register the account in freee Accounting" is complete!

Summary

We introduced how to integrate Salesforce with freee Accounting.
How was it? The flow introduced this time allows you to automatically register account information in freee Accounting only when an opportunity is won in Salesforce, eliminating the need to check if it is already registered! Of course, you can also integrate other apps in the "Others" branch condition.
Customize it as you like and create your own unique flowbot!