How to Notify Google Chat When a Salesforce Opportunity Reaches a Specified Stage

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How to Create an Integration Flow between Salesforce and Google Chat

This time, we will introduce how to "Notify Google Chat when the Salesforce opportunity phase reaches a specified phase"!

Step 1: Register My Apps

1. Connect Salesforce

・Once you have created an account with Yoom, log in and enter the workspace.
・After logging into the workspace, click My Apps → New Connection at the top left.
・Select Salesforce.
・Enter your "Username" and "Password" on the Salesforce login screen and log in.
・Click "Allow" on the access confirmation screen.
・For detailed My Apps registration with Salesforce, please refer to here.

2. Connect Google Chat

・Similarly, click My Apps → New Connection.
・Select Google Chat.
・On the screen that says "Connect Yoom with Google Chat," click "sign in with Google."
・Enter the Client ID and Client Secret.
・For detailed My Apps registration with Google Chat, please refer to here.

This completes the My Apps registration!

Next, click the banner below to copy the template.

When you click the banner, the template is copied to My Project.
Click the edit button to configure the flow settings!

Step 2: Salesforce Trigger Settings (When Outbound Message is Received)

1. Select Integration Account and Action

・The app trigger title is pre-entered, but the content can be anything you like.
・Select "When Outbound Message is Received" as the trigger action.

2. App Trigger Webhook Event Reception Settings

・Copy the webhook URL and configure it in the Salesforce admin panel.
・The event that triggers, in this case, is receiving an outbound message. Click test once received.
・For instructions on setting up outbound messages, please check here.
・Save once the test is complete.

Step 3: Google Chat Action Settings (Send Message to Space)

1. Select Integration Account and Action

・The title is pre-entered, but if you wish to change it, please enter a title of your choice.
・Select "Send Message to Space" as the action.

2. API Connection Settings

・Enter the space ID. (The string after "/space/" in the Google Chat URL is the space ID.)
・Enter the key. (Enter the string after "key=" in the Webhook URL obtained from "Space Name > Manage Webhook".)
・Set the token. (Enter the string after "token=" in the Webhook URL obtained from "Space Name > Manage Webhook". Remove the trailing "%3D".)
・Input the message content while embedding information obtained from the output.
・Test and save if there are no issues.

This completes the Flow Bot setup!

Other Automation Examples Using Salesforce and Google Chat

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Salesforce and Google Chat.
All can be used with simple settings, so if there is anything that interests you, please give it a try!

Other Automation Examples with Salesforce and Google Chat

You can draft an auto-reply email for new leads in Salesforce, or register activity history in Salesforce when a message is posted in Google Chat.
Additionally, you can update Salesforce records when something is posted in Google Chat.

Examples of Automation Using Salesforce

Add issues and tasks when Salesforce opportunity information is registered

Since registered opportunity information can be automatically added, it eliminates any omissions or leaks in information management, thereby improving operational efficiency.

Add when a record is registered in a Salesforce custom object

Data is added automatically, improving work efficiency without the need for manual transcription.

Generate Documents from Salesforce Opportunity Information

By automatically generating documents from the Salesforce opportunity page, you may be able to eliminate manual tasks.

Automation Example Using Google Chat

Activate at a Set Date and Time and Notify the Content to Google Chat

For example, it can be used for various purposes such as monthly invoice processing or regular data backup processing.‍

Notify on Google Chat when an inquiry is received

By notifying when an inquiry is received, you should be able to take quick action on the matter.

Benefits of Integrating Salesforce with Google Chat

Benefit 1: Enhance Team Communication

By integrating Salesforce with Google Chat, for example, sales teams can share information about deals and leads they manage in a constantly updated state.
There are many instances where Salesforce information is updated, such as when a deal phase is updated or a new lead is added.
If notifications are automatically sent to Google Chat in such cases, it becomes easier to communicate within the team.
As a result, you may be able to respond to deals promptly, positively impacting sales activities!

Benefit 2: Simplify Project Management

Integrating Salesforce with Google Chat also aids in project management.
With integration, notifications are automatically sent to Google Chat, allowing you to check project-related information in real-time.
For teams working remotely or companies with multiple locations, notifications will alert them to changes or updates without having to check Salesforce, reducing the effort required for confirmation.
I believe that the ability to unify and centrally manage information is one of the benefits of integration.

Conclusion

How was it?
By integrating Salesforce with Google Chat, you can centralize information and potentially improve team communication.
Additionally, by utilizing Yoom, you can easily integrate apps without the need for complex programming knowledge!
Using Yoom's templates, you can easily create flow bots, which can lead to increased efficiency in administrative tasks.
With Yoom, you can also create flow bots from scratch!
They are fully customizable and can be created to match each business flow.
Take this opportunity to integrate Salesforce with Google Chat and boost your work efficiency!