■Overview
This is a flow to update Salesforce information once the contract is completed with freee Sign.
■Recommended for
1. Those who manage documents with freee Sign
・Those who utilize it for efficient document creation such as contracts
・Those who centrally manage documents related to transactions
2. Those who manage data with Salesforce
・Those who centrally manage customer and transaction information
■Benefits of using this template
freee Sign is a tool to facilitate smooth business operations by streamlining document creation.
However, manually updating Salesforce information every time a contract is completed with freee Sign makes it difficult to ensure the accuracy of the information.
This flow is suitable for those who want to maintain high accuracy in the information shared with the team.
By using this flow, Salesforce information is automatically updated once a contract is completed with freee Sign.
Automatic updates eliminate the need for manual input, preventing human errors and maintaining information accuracy.
Additionally, the time previously spent on manual tasks can be allocated to other tasks, leading to increased productivity.
■Notes
・Please integrate freee Sign and Salesforce with Yoom.
・Branching is a feature (operation) available with the Mini Plan or higher.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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