How to integrate Salesforce with freee Accounting to add accounts created in Salesforce to freee Accounting

As companies grow and businesses expand, the integration of sales activities and accounting operations becomes increasingly important. Salesforce and freee Accounting are widely adopted by many companies for sales management and accounting processing, respectively. By integrating these systems, further operational efficiency can be achieved. This article provides a detailed explanation of how to automatically add account information added to Salesforce to freee Accounting. If you are looking to eliminate manual complexity and optimize your business processes, please read on. Recommended for: - Business owners or managers of small and medium-sized enterprises who want to streamline account information management and standardize business processes. - Accounting department personnel who want to avoid data deficiencies during tax filing or audit responses and strengthen compliance. - Administrators of companies who want to facilitate smooth information sharing between departments and build a transparent business flow. - Those considering the integration of Salesforce and freee Accounting, aiming for efficiency and cost reduction through business automation. Benefits and Examples of Integrating Salesforce and freee Accounting Benefit 1: Reduction of Manual Errors By integrating Salesforce and freee Accounting, you can significantly reduce errors associated with double data entry and manual transcription. For example, when a sales representative registers a new account in Salesforce, that information is automatically reflected in freee Accounting. This eliminates the need for the accounting staff to re-enter the same information, preventing invoice misissuance and financial data inconsistencies due to input errors. Additionally, accurate data shared in real-time facilitates internal communication and leads to improved operational efficiency. Benefit 2: Standardization of Business Processes Integration standardizes information management processes, enhancing transparency and consistency in operations. For instance, the flow from entering account information in Salesforce to financial processing in freee Accounting is automated, eliminating the need for each department to follow its own procedures. This allows operations to proceed in the same manner even if the person in charge changes, reducing the burden of training new employees. Strengthened inter-departmental collaboration improves overall organizational performance and enables swift decision-making. Benefit 3: Strengthening Compliance Maintaining data accuracy and consistency enhances compliance adherence. Accurate data required for tax filing or audit responses is automatically aggregated, preventing human errors and information omissions. For example, linking accurate account information from Salesforce to freee Accounting reduces tax risks stemming from inaccurate data. Such thorough data management contributes to strengthening internal controls and enhancing corporate reliability, leading to long-term business stability. Now, let's explain how to use the no-code tool Yoom to integrate Salesforce and freee Accounting, adding accounts added to Salesforce to freee Accounting. [About Yoom] How to Add Accounts Added to Salesforce to freee Accounting This can be achieved by receiving records registered in Salesforce's database using Salesforce's API and notifying freee Accounting's database of the record data registered in Salesforce using the API provided by freee Accounting. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge. The flow this time will proceed in four main processes: - Integrate Salesforce and freee Accounting with My Apps - Copy the template - Set up Salesforce triggers and freee Accounting integration settings - Turn on the trigger and confirm automated integration If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, let's log in.

Step 1: Connect Salesforce and freee Accounting to My Apps

Register Salesforce and freee Accounting to My Apps.
Registering My Apps first will make the subsequent settings smoother.

Let's start by registering Salesforce to My Apps.
Log in to the Yoom workspace and click + New Connection on the My Apps screen.

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Enter Salesforce in the search window and click on the displayed suggestion.

Enter your user ID and password.

Once logged in, Salesforce will be displayed in My Apps.

Next, let's register freee Accounting to My Apps.
Click "New Connection".

Enter freee Accounting in the search window and click on the displayed suggestion.

The freee Accounting login screen will be displayed. Follow the instructions to enter your details.

The app connection screen will be displayed.
Scroll down and click "Allow".

Once freee Accounting is displayed in My Apps, the registration is complete.

Step 2: Copy the Template‍

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

Step 3: Setting up Salesforce Triggers and freee Accounting Integration

Let's install the Chrome extension.

Install the Chrome extension from here, and with the app's web page open, launch Yoom's Flowbot from the extension.

Available only on Google Chrome. For more details, please check here.
Once the extension is installed, click "Next" at the bottom of the screen.

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The app's API connection settings screen will open through the extension.
Follow the annotations to proceed with the input.
Once the input is complete, run the test, and after confirming the test success, click "Save".

Click on the area within the red frame below.

In the screen for selecting the linked account and action, confirm that the freee accounting account to be linked this time is correct, and click "Next".

Enter the client information to be registered in freee accounting.
When you click on the input area for the business ID, candidates will be displayed below.
Select and input from the displayed candidates.

Once the input is complete, run the test, and after confirming the test success, click "Save".

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Step 4: Turn on the Trigger and Confirm the Automation Integration

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the Flowbot is correctly activated.

Here is the template used this time.

Other Automation Examples Using Salesforce and freee Accounting

① Send Template Emails via Gmail Based on Salesforce Contact Information

This flow sends template emails via Gmail based on Salesforce contact information. By utilizing this template, template emails are automatically sent from Gmail according to contact events, significantly improving work efficiency as staff no longer need to send emails manually. Additionally, the risk of human error is reduced, enabling more careful and accurate customer service.

② Register a business account in Salesforce when a record is registered in kintone

This is a flow to register a business account in Salesforce when a record is registered in kintone. By using this template, you can link the company information managed in kintone with Salesforce, leading to more efficient management of business account information and preventing errors from manual input.

③ Store approved expense claims from freee Accounting in the kintone database and notify Google Chat

This flow involves storing approved expense claims from freee Accounting in the kintone database and notifying Google Chat. By utilizing this template, records are automatically added to the kintone database and notifications are sent to Google Chat, ensuring smooth information integration and minimizing the risk of missing or overlooked information.

Summary

The integration of Salesforce and freee accounting offers a wide range of benefits, including the reduction of manual tasks, standardization of business processes, and enhancement of compliance. In particular, the automatic integration of client information facilitates smoother collaboration between sales and accounting, while also improving data accuracy. By utilizing the methods introduced in this article, integration can be easily achieved without any coding, making it accessible even to those without specialized knowledge.
No special skills or knowledge are required to implement automation with Yoom. Simply follow the instructions and input the necessary information, making the process straightforward.
We encourage you to experience the efficiency improvements by utilizing Yoom's automation!