Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Sales & Customer Success
Salesforce
Gmail
When a new lead is created in Salesforce, automatically send an email to the lead via Gmail.
This is a business workflow that automatically sends Gmail when a new lead is created in Salesforce. It reduces manual tasks and streamlines follow-ups.
HubSpot
Slack
When a new deal is created in HubSpot, send a message in Slack.
When a new deal is created in HubSpot, a message is automatically sent to a specified Slack channel. The content of the message and the target Slack channel can be freely customized.
Intercom
Salesforce
When a new conversation is created in Intercom, update the Salesforce contact object.
This is a flow that updates the Salesforce contact object when a new conversation is created in Intercom. The latest conversation information is updated immediately, significantly improving the efficiency of sales activities. It allows for a smooth process up to updating the contact information.
Intercom
Salesforce
When a new conversation is created in Intercom, register a lead in the Salesforce lead object.
When a new conversation is created in Intercom, this flow registers a lead in the Salesforce lead object. Conversation information and lead information are automatically linked, allowing for efficient information sharing within the team. The process up to lead registration can be carried out smoothly.
Intercom
Discord
When a new conversation is created in Intercom, notify Discord.
When a new conversation is created in Intercom, a notification is sent to Discord. This automatic notification to Discord enables quick information sharing within the team. It allows for centralized management of customer support and team communication, enhancing the transparency of operations.
Dify
Intercom
Discord
When a new conversation is created in Intercom, generate the response content with Dify and notify on Discord.
When a new conversation is created in Intercom, a response is generated in Dify and a notification is sent to Discord. This flow allows for seamless response creation for each inquiry, eliminating the need for manual creation and facilitating smooth business operations.
Dify
Intercom
Slack
When a new conversation is created in Intercom, generate the response content with Dify and notify in Slack.
When a new conversation is created in Intercom, this flow generates a response with Dify and sends a notification to Slack. Since the response can be created with Dify, the person in charge can quickly proceed with customer support by checking the content notified in Slack.
Dify
Intercom
Google Chat
When a new conversation is created in Intercom, generate a response with Dify and notify in Google Chat.
When a new conversation is created in Intercom, this flow generates a response using Dify and notifies Google Chat. This can reduce the time required to create responses to inquiries, thereby alleviating the burden on the person in charge.
Dify
Intercom
Microsoft Teams
When a new conversation is created in Intercom, create the response content in Dify and notify Microsoft Teams.
When a new conversation is created in Intercom, this flow generates a response using Dify and sends a notification to Microsoft Teams. Since you can proceed with handling based on the response created by Dify, it is possible to improve work efficiency.
HubSpot
kintone
When a new contact is registered in HubSpot, register it in kintone.
When a new contact is registered in HubSpot, a new record will be created in kintone. *For example, information such as name, phone number, and email address can be registered in kintone.
HubSpot
Slack
When a new contact is registered in HubSpot, notify Slack.
When a new contact is registered in HubSpot, a notification will be sent to the specified Slack channel. You can specify any Slack channel for the notification.‍
Salesforce
Box
When a new account is created in Salesforce, generate a folder in Box and save the folder information in Salesforce.
When a new account is created in Salesforce through Yoom, a folder is automatically generated in Box, and the information is saved in Salesforce. This workflow streamlines document management and automates business processes.
Slack
Salesforce
When a message is posted on Slack, create a Contact object record in Salesforce.
When a message is posted on Slack, this business workflow automatically creates a contact record in Salesforce. This prevents duplicate data entry and improves data management efficiency.
Salesforce
Microsoft Teams
When a message is posted on Microsoft Teams, log the activity history in Salesforce.
This is a flow that registers activity history in Salesforce when a message is posted on Microsoft Teams. By using this flow, you can automatically add information to Salesforce based on the message content, improving work efficiency. It is recommended for sales administration professionals who want to enhance productivity.
Discord
Gemini
When a message is posted on Discord, generate a response using Gemini.
When a message is posted on Discord, Gemini automatically generates a reply as part of the business workflow. This enables more efficient communication and prompt responses.
Discord
ChatGPT
When a message is posted on Discord, generate a response using ChatGPT.
When a message is posted on Discord, ChatGPT automatically responds as part of a business workflow. This streamlines FAQ handling and reduces the burden on administrators.
Slack
HubSpot
When a message is posted in the "inquiry" channel on Slack, automatically create a ticket in HubSpot.
This is a business workflow that automatically creates messages posted in the Slack "Inquiry" channel as tickets in HubSpot. It eliminates the hassle of manual entry and streamlines inquiry management.
Microsoft Teams
Salesforce
When a message is posted in a Microsoft Teams chat, add a record to Salesforce.
This is a business workflow that automatically reflects Microsoft Teams chat messages in Salesforce. By centrally managing information and reducing the effort and errors associated with manual input, it enhances team collaboration and operational efficiency.
Google Calendar
Salesforce
Gmail
Google Sheets
When a meeting with a customer is scheduled in Salesforce, register it in Google Calendar and send the meeting URL via Gmail.
When a meeting with a customer is scheduled in Salesforce, it is registered in Google Calendar, and the meeting URL is sent via Gmail. This flow automates the process from calendar registration to email sending, reducing human error and enabling quick and consistent responses.
Google Calendar
Zoho CRM
Gmail
When a meeting is scheduled with a customer in Zoho CRM, register it in Google Calendar and send the meeting URL via Gmail.
When a meeting with a customer is scheduled in Zoho CRM, it is registered in Google Calendar, and the meeting URL is sent via Gmail. This flow automates the process from calendar registration to email sending, reducing human errors and enabling quick and consistent responses.
Google Calendar
HubSpot
Gmail
Google Sheets
When a meeting is scheduled with a contact in HubSpot, register it in Google Calendar and send the meeting URL via Gmail.
This is a flow where, when an action is registered in HubSpot, a meeting with the customer is scheduled in Google Calendar, and the meeting URL is sent via Gmail. By automating the process from calendar registration to email sending, human errors can be minimized, enabling quick and consistent responses.
Microsoft Teams
Zoho CRM
When a lead is registered in Zoho CRM, send a message notification to Microsoft Teams.
When a new lead is registered in Zoho CRM, this flow integrates with Microsoft Teams to notify a specified channel with a message. It automatically informs about the registration completion, eliminating the need for manual communication and improving work efficiency.
Zoom
Salesforce
Microsoft Outlook
When a lead is registered in Salesforce, create a meeting in Zoom and send the meeting information to the other party via Outlook.
When a lead is registered in Salesforce, a meeting is created in Zoom and the meeting information is sent to the other party via Outlook. This flow automatically completes a series of tasks, allowing you to dedicate the time saved from manual work to preparing for the meeting, ensuring thorough preparation before the meeting and leading to increased productivity.
Zoom
Salesforce
Gmail
When a lead is registered in Salesforce, create a meeting in Zoom and send the meeting information to the other party via Gmail.
This is a flow where a meeting is created in Zoom when a lead is registered in Salesforce, and the meeting information is sent to the client via Gmail. By automating this series of tasks, this flow reduces the time taken to set up meetings and leads to improved customer satisfaction.