Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Salesforce
Microsoft SharePoint
When a lead is registered in Salesforce, create a folder in Microsoft SharePoint.
When a lead is registered in Salesforce, this business workflow automatically creates a folder in Microsoft SharePoint. It centralizes information management and reduces the burden of manual tasks.
Salesforce
ChatGPT
When a lead is registered in Salesforce, analyze the lead content with ChatGPT and reflect the classification results in Salesforce.
In this flow, when a new lead is registered in Salesforce, ChatGPT can automatically analyze the content and categorize it appropriately. Additionally, by automatically reflecting the results in Salesforce, it can facilitate follow-up by the sales team. This reduces the effort required for manual data organization, enabling more effective sales activities.
Salesforce
Mailchimp
When a lead is registered in Salesforce, add a contact to Mailchimp.
When a lead is registered in Salesforce, this flow adds a contact to Mailchimp. Each time a lead is registered in Salesforce, the information is updated in real-time in Mailchimp, enabling marketing activities based on the most up-to-date lead information.
HubSpot
Salesforce
When a lead is created in Salesforce, create a contact in HubSpot.
When a record is registered in the lead object in Salesforce, a contact is created in HubSpot. This flow enhances analysis based on lead data, making it easier to measure the effectiveness of marketing and sales strategies. It eliminates the need for manual data entry.
Salesforce
SendGrid
When a lead is created in Salesforce, add it to the contact list in SendGrid.
When a lead is created in Salesforce, it is added to the contact list in SendGrid. This flow significantly reduces the time spent on manually adding new leads to SendGrid every time a new lead is created in Salesforce.
Salesforce
ChatGPT
When a lead is added in Salesforce, automatically generate a summary with ChatGPT and store it in Salesforce.
In this flow, whenever this new lead is registered in Salesforce, ChatGPT is utilized to automatically generate a summary. This summary is automatically saved within Salesforce, allowing the sales team to grasp important information about the lead and improve the quality of follow-ups.
Wix
Salesforce
When a form is submitted on Wix, add it to Salesforce.
When a form is submitted on Wix, it can be added to Salesforce. This eliminates the need to manually add Salesforce lead information, improving work efficiency and preventing human errors.
Webflow
Salesforce
When a form is submitted in Webflow, add it to Salesforce.
When a form in Webflow is submitted, this flow adds it to Salesforce. This eliminates the need for manual data entry, allowing data to be accurately reflected in Salesforce and making it easier to manage inquiries and lead information.
Salesforce
Google Drive
Gmail
When a file is uploaded to Salesforce, upload it to Google Drive and send the file via Gmail.
When a file is uploaded in Salesforce, it is uploaded to Google Drive and sent via Gmail. By integrating Salesforce, Google Drive, and Gmail, you can automate file sharing and streamline business processes.
Salesforce
Google Drive
When a file is uploaded in Salesforce, save it to Google Drive.
Once a file is uploaded to Salesforce, this business workflow automatically saves it to Google Drive. It reduces manual transfers, supports efficient file management, and centralizes data management.
WooCommerce
Salesforce
When a customer is created in WooCommerce, add them to Salesforce.
When a new customer registers in WooCommerce, this business workflow automatically adds them to Salesforce. It eliminates the hassle of manual entry and double management, streamlining customer management.
Salesforce
Slack
When a contact record is registered in Salesforce, notify Slack.
When a contact is registered in Salesforce, this business workflow sends a notification to Slack. It facilitates smooth information sharing across the team and prevents delays in customer response.
Mailchimp
Salesforce
When a contact is registered in Mailchimp, also register it as a lead in Salesforce.
When a new contact is added in Mailchimp, it is automatically registered as a lead in Salesforce. This workflow eliminates the need for manual entry and facilitates smooth collaboration between marketing and sales.
HubSpot
Salesforce
When a contact is registered in Hubspot, register it in Salesforce.
When a contact is registered in Hubspot, this flow bot automatically registers it in the Salesforce lead object as well. By automatically synchronizing lead information in real-time between Hubspot and Salesforce, cumbersome data entry tasks are eliminated.‍
Trello
Salesforce
When a card is registered in Trello, add it to Salesforce.
When a card is registered in Trello, it is added to Salesforce through this flow. By using this flow, Trello task information is automatically transferred to Salesforce, reducing the burden of data entry. It is effective in preventing missed tasks and reducing transcription errors.
Trello
Salesforce
When a Trello card is updated, create an opportunity record in Salesforce.
This is a business workflow that automatically creates an opportunity record in Salesforce when a Trello card is updated. This eliminates manual entry and duplicate information management, improving the efficiency of sales activities and enhancing team collaboration.
Salesforce
Trello
When a Todo object is created in Salesforce, create a card in Trello.
This is a business workflow where a card is automatically created in Trello when a Todo object is created in Salesforce. It helps prevent duplicate data entry and management oversights, contributing to improved team productivity.
Salesforce
Notion
When a ToDo object is registered in Salesforce, add it to Notion.
When a ToDo object is registered in Salesforce, it is added to the Notion database. This flow allows the entire team to quickly share the progress of tasks. Since the Notion database can visualize tasks in various formats, team members can easily understand not only their own tasks but also the status of other members' tasks.
Salesforce
Microsoft Excel
When a ToDo object is registered in Salesforce, add it to Microsoft Excel.
This is a flow that adds a ToDo object registered in Salesforce to a Microsoft Excel database. The person in charge is freed from manual input tasks and can focus on more important tasks such as processing ToDos and customer support.
Salesforce
Jira Software
When a ToDo object is registered in Salesforce, add it to Jira Software.
This is a flow that adds a ToDo object registered in Salesforce to Jira Software. It eliminates the need for manual data entry, allowing you to focus on more important tasks such as processing ToDos and customer support.
Salesforce
GitHub
When a ToDo object is registered in Salesforce, add it to GitHub.
This is a flow that adds a ToDo object registered in Salesforce to GitHub. Sales representatives and development teams no longer need to check both Salesforce and GitHub, allowing them to efficiently share the latest information.
Salesforce
GitHub
When a To Do is registered in Salesforce, automatically create an Issue in GitHub.
This is a business workflow that automatically creates an Issue in GitHub when a To Do is registered in Salesforce. It streamlines information sharing between teams and enables prompt responses.
Salesforce
ChatGPT
When a Salesforce opportunity stage is updated, create the next action plan with ChatGPT.
In this flow, the integration of Salesforce and ChatGPT allows for the automatic generation of the next required action plan when the stage of a deal changes. This enables sales representatives to respond to customers more accurately, potentially improving the closing rate. Additionally, it eliminates the need to manually devise plans, allowing sales activities to be conducted more strategically.
Google Forms
Salesforce
When a Google Form is submitted, perform a duplicate check and add the account to Salesforce.
This is a workflow that performs duplicate checks and adds accounts to Salesforce after submitting a Google Form. This streamlines data management and reduces errors and effort.