Flowbot Templates

The flow involves reading business card images received in Outlook using OCR and registering them as contacts in Salesforce. By reducing the workload of sales and customer support representatives, it allows for smoother customer approaches and follow-ups.

The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Outlook. This reduces the workload and allows for smoother customer approach and follow-up.

The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Gmail. This reduces the workload and allows for smoother customer approaches and follow-ups.

The flow involves reading business card images received in Gmail using OCR and registering them as contacts in Salesforce. By reducing the workload of sales and customer support representatives, it allows for smoother customer approaches and follow-ups.

When you upload a business card image to the input form, the necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object. This can be useful when registering business card information collected from exhibitions or events into Salesforce. Business card images taken with a smartphone or other devices can be used without any issues.

When you submit business card data through the form, AI automatically reads the information from the business card and registers it as a contact in Salesforce. Additionally, the image of the business card is uploaded and linked to the record. You can also take a picture of the business card with a smartphone and upload it directly from your smartphone to the form.

When new Salesforce opportunity information is registered, this flow notifies Workplace. By integrating Salesforce with Workplace, you can automatically notify Workplace of registered opportunity information, eliminating any gaps or omissions in information management and improving operational efficiency.

When new Salesforce opportunity information is registered, this flow sends a notification to Talknote. By integrating Salesforce with Talknote, registered opportunity information can be automatically notified to Talknote, eliminating any gaps or omissions in information management and improving operational efficiency.

This is a flow that sends a notification to Slack when the opportunity stage in Salesforce is set to Closed Won.

When new Salesforce opportunity information is registered, this flow sends a notification to Slack. By automatically notifying Slack of the registered opportunity information, you can eliminate any gaps or omissions in information management, thereby improving operational efficiency.

This is a flow that sends a notification to Chatwork when the opportunity stage in Salesforce is set to Closed Won.

This is a business workflow that automatically creates a quotation from Salesforce opportunity information and sends it via Gmail. It reduces manual work, improves accuracy, and supports the efficiency of the sales team.

This is a business workflow that automatically generates contracts using Salesforce account information and saves them to One Drive. This reduces the effort of document management and prevents errors.

In this flow, ChatGPT automatically generates the optimal email content by utilizing lead information registered in Salesforce. Subsequently, the email is sent automatically through Yoom, enabling effective communication while reducing effort. This will create an environment where the sales team can focus more on strategic tasks.

This is a business workflow that automatically generates a quotation based on Salesforce opportunity information and saves it to Box. This reduces the effort required to create quotations, allowing the sales team to focus on their core activities.

This is a business workflow that automatically generates contracts from Salesforce account information and saves them in Notion. It reduces the hassle of manual input and document management, achieving efficient information management.

Automatically generate contracts from Salesforce account information and notify via Microsoft Teams as part of a business workflow. This streamlines contract creation and information sharing, reducing working hours.

This is a flow bot that extracts information such as names and email addresses from the signature information of received emails using AI and registers them in the lead object of Salesforce. When an email is sent to the email address created with Yoom, the flow bot is activated, so please forward emails from Gmail or Outlook to the Yoom email address or add the Yoom email address to CC, etc., for use.‍

In this workflow, whenever a new lead is registered in Salesforce, ChatGPT can automatically generate the content of a reply email and save it within the same Salesforce system. This automation is expected to reduce the effort required for drafting email content.

Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending a template email in Gmail. Feel free to modify the content of the template email as needed. You can also send attachments such as service documents.‍

This is a business workflow that automatically registers new lead information from Salesforce as tasks in Asana. By reducing manual data transfer and streamlining task management, it accelerates the sales process.

When a new opportunity arises in Salesforce, this business workflow automatically registers that information as a project in Asana. It eliminates the hassle of manual data entry and supports team collaboration and productivity improvement.

A business workflow that automatically archives Mailchimp contacts when the lead status is updated in Salesforce. This reduces effort while maintaining data consistency.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.