How to integrate Salesforce with kintone to automatically register new leads in kintone when they are registered in Salesforce

In the business environment, thorough management of customer information is now naturally required. For sales representatives, managing prospect information is a crucial task directly linked to sales.
If you can integrate Salesforce with kintone, managing customer information becomes smoother.
Do you have the impression that integrating apps requires advanced programming knowledge and skills?
With Yoom, you can automate without code, making automation feel more accessible.
This article will set up automation to "register in kintone when a new lead is registered in Salesforce."

Benefits of Integrating Salesforce and kintone and the Drawbacks of Not Doing So

The details of the benefits and drawbacks are summarized below, so please take a look.

Benefit 1: Manage Lead Information Centrally

One benefit of integrating Salesforce and kintone is the ability to manage lead information centrally.
When managing lead information across multiple applications, it can be cumbersome to open each application every time you register lead information.
However, with automation settings, you only need to register lead information once.
This automation is recommended for departments where multiple people handle lead information simultaneously.

Benefit 2: Reduced Effort in Registering Lead Information

A benefit of integrating Salesforce and kintone is the reduced effort in registering lead information.
For example, when a new lead is registered in Salesforce, it can also be registered in kintone.
You don't have to manually register leads multiple times, which also saves time.
Since lead information involves many fields to input, such as names and company names, the benefits of automation are significant.
This feature is particularly useful for companies where lead information is frequently updated.

Drawback: Potential for Human Error

If Salesforce and kintone are not integrated, the potential for human error increases.
When entering lead information manually, there is a chance of making input mistakes.
If there is only one mistake, it's manageable, but if there are multiple errors, correcting them can be time-consuming.
However, with Yoom, you can easily automate, so there's no need to worry about such issues.
This is effective for those who find manual entry of lead information cumbersome or do not want to lose time due to input errors.

How to Create a Salesforce and kintone Integration Flow

This time, we will introduce the setup for the "register in kintone when a new lead is registered in Salesforce" template.

The automation flow consists of only two steps and can be completed in 10-15 minutes.

When a new lead is registered in Salesforce
Register the lead information in kintone

You want to avoid registration mistakes as mentioned in the disadvantages, right?
But the reality is that there is no time to input complex code and experiment.
By simply introducing Yoom, you can immediately take advantage of such automation.
No programming knowledge is required, and you can achieve everything from app integration to automation with no code using Yoom.
This time, we will use a template to set up the automation, so there is nothing difficult.
Let's experience efficiency.

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How to Connect Salesforce and kintone with Yoom

Register your My Apps to connect Salesforce and kintone with Yoom.
By registering My Apps, you can set up automation smoothly.

First, register your My Apps for Salesforce, which is described on Yoom's help page, so please register while referring to it.

Next, move on to registering your My Apps for kintone, and let's register while referring to the help page as well.

Once registration is complete, Salesforce and kintone will be displayed in your My Apps section.

Register in kintone when a new lead is registered in Salesforce

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

After transitioning to the following screen, check the "Title" and "Description". If you want to make changes, do so from the following screen.
Next, proceed with the settings in Salesforce by clicking "When a new lead is registered in Salesforce".

After transitioning to the following screen, check the settings.

"App Trigger Title" → Can be freely changed
"Account Information for Salesforce Integration" → Verify there are no discrepancies in the account
"Trigger Action" → When a new record is registered in the lead object

After transitioning to the following screen, set the "Trigger Interval" as desired.
For "My Domain URL", go to "Settings > My Domain" in Salesforce and enter the domain such as "yoom.my.salesforce.com" listed in the current [My Domain] URL.
Click "Test" → "Test Successful" → "Save".

Next, proceed with the kintone settings by clicking "Register lead information in kintone".
Check the following settings.

"Title" → Can be freely changed
"Account Information for kintone Integration" → Verify there are no discrepancies in the account
"Execution Action" → Add a record

Database Integration

"App ID" → The part "●●●" in the app URL "/k/●●●/" is the App ID

After transitioning to the following screen, enter the settings items.

"Record Number" → Enter a half-width number such as "123"
* If you enter anything other than a half-width number, it will not display correctly on kintone.
"Company Name" → Quote the output from Salesforce in the red frame
* {{Company Name}} ← This is the output.
"Person in Charge" → Enter a string like "Sample Corporation"
"Email Address" → Quote the output from Salesforce in the red frame

Click "Test" → "Test Successful" → "Save".

Finally, turn the app trigger "ON" to complete the automation settings.

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Summary

In this article, we set up the automation to "register a new lead in Salesforce and then register it in kintone." Once you get used to it, this automation can be integrated in about 10 minutes.
It's appealing if you can utilize it immediately in a short time, right?
Yoom allows you to connect apps and automate processes without programming knowledge and in a no-code manner.

Yoom is on a mission to automate "work," which consumes a significant amount of time in life.
The charm of Yoom is that it allows you to work with ease and without being constrained by time.
First, let's enrich your time by registering for free.