Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Freshsales
Create a contact in Freshsales based on the responses from Zoho Forms.
This is a business workflow that automatically creates contacts in Freshsales based on responses from Zoho Forms. It eliminates the need for manual entry, saving time and preventing input errors.
Google Forms
Create a contact in Apollo when a response is submitted through Google Forms.
This is a business workflow that automatically links Google Form responses to Apollo. It reduces the hassle and errors of manual input, achieving efficient lead management and accurate data management.
Zoom
Salesforce
Check the participants of the Zoom webinar and register the unregistered information as leads in Salesforce.
This is a business workflow that automatically registers participant information from Zoom webinars as leads in Salesforce. It eliminates manual data entry, enhances lead management accuracy, and streamlines marketing and sales activities.
Salesforce
Gmail
Automatically send a template email from Gmail using lead information from the Salesforce page.
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.‍
Perplexity AI
Notion
Automatically respond to inquiry form contents using Perplexity and store the Q&A history in Notion.
The content of the inquiry form is automatically answered by Perplexity, and the Q&A history is accumulated in Notion as part of the business workflow. Since Perplexity generates responses automatically, customer service can be conducted swiftly.
Gmail
Salesforce
Automatically register inquiry emails received in Gmail to Salesforce.
The workflow automatically registers inquiry emails received in Gmail to Salesforce. It eliminates manual input, improving operational efficiency and data accuracy.
Gmail
Sansan
Automatically register business card images attached to Gmail to Sansan by analyzing them with OCR.
The workflow automatically registers business card images received in Gmail to Sansan using OCR analysis. This eliminates manual input, improving the efficiency of business card management and enhancing data accuracy.
Microsoft Outlook
Salesforce
Automatically create a case in Salesforce from support request emails received in Outlook.
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Microsoft Teams
Zendesk
Analyze the content of Zendesk tickets using AI and send alerts to Microsoft Teams.
This is a business workflow that analyzes Zendesk tickets using AI with Yoom and sends alert notifications to Microsoft Teams. By quickly sharing important information and responding as a team, it supports the improvement of customer satisfaction.
Google Forms
Gemini
Notion
Analyze the content of Google Forms with Gemini and add it to Notion.
This is a business workflow that analyzes data from Google Forms using Yoom in Gemini and automatically adds it to Notion. It reduces the effort of data processing and supports sharing across the team and quick decision-making.
Google Forms
HubSpot
After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
This flow involves uploading recorded meeting data to Google Forms, transcribing and summarizing it, and then registering it as a note in HubSpot. By using this flow, the task of adding meeting minutes is automated, leading to increased operational efficiency. Since there is no need to take notes during the meeting, you can focus more on customer interactions.
Channel Talk
Asana
Add to Asana when a chat is created in Channel Talk.
This is a flow that adds a chat to Asana when it is created in Channel Talk. It allows you to centrally manage chat content in Asana, enabling smooth task assignment to responsible persons, progress management, and confirmation of response status.
Bubble
Salesforce
Add the information registered in Bubble to Salesforce.
This is a flow for adding information registered in Bubble to Salesforce. By using this flow, the task of transcribing information becomes unnecessary, thereby improving work efficiency. The time saved can be allocated to other tasks, contributing to increased productivity.
Salesforce
Notion
Add lead information registered in Salesforce to Notion.
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.
kintone
Airtable
Add information from kintone to Airtable
This is a flow for adding information from kintone to Airtable. It eliminates the hassle of sharing data registered in kintone each time and saves the effort of adding it to Airtable, thereby streamlining business operations. Additionally, it prevents the occurrence of human errors.
Google Drive
Salesforce
Add files to Google Drive using form responses and register leads in Salesforce.
The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Microsoft Excel
Apollo
Add contact information registered in Apollo to Microsoft Excel
This is a flow for adding contact information registered in Apollo to Microsoft Excel. By using this flow, the task of transferring information becomes unnecessary, leading to time savings. The person in charge can use the extra time to proceed with other tasks, contributing to increased productivity.
Salesforce
Notion
Add accounts registered in Salesforce to a Notion database
This is a flow bot that links information to a Notion database when a record is registered in the Salesforce account object. By using this flow bot, it is possible to automatically synchronize the Salesforce and Notion databases.
Salesforce
Backlog
Add a task to Backlog when opportunity information is registered in Salesforce.
This is a flow that adds an issue to Backlog when new opportunity information is registered in Salesforce. The content of the task to be added to Backlog can be freely set.‍
Salesforce
Microsoft Excel
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
Salesforce
Google Sheets
Add a record to Google Sheets when an opportunity is registered in Salesforce.
When opportunity information is registered in Salesforce, this flow adds the opportunity information to a Google Spreadsheet. The content of the tasks added to the Google Spreadsheet can be freely customized.
Calendly
Google Sheets
Add a record to Google Sheets when an event is scheduled in Calendly.
This is a flow to add a record to a Google Spreadsheet when an appointment is registered in Calendly. By automatically adding the registration details from Calendly to the Google Spreadsheet, it eliminates the need for manual entry and leads to increased business efficiency.
Salesforce
Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.