■Overview
This is a flow to update Salesforce information once a contract is completed with GMO Sign.
■Recommended for
1. Those who manage documents with GMO 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
GMO Sign is a tool to streamline document creation and facilitate smooth business operations.
However, manually updating Salesforce information every time a contract is completed with GMO Sign makes it difficult to ensure the accuracy of the information.
This flow is suitable for those who wish to maintain high accuracy in the information shared with their team.
By using this flow, Salesforce information is automatically updated once a contract is completed with GMO Sign.
Automatic updates eliminate the need for manual input, prevent human errors, and maintain information accuracy.
Additionally, the time previously spent on manual tasks can be allocated to other operations, leading to increased productivity.
■Notes
・Please integrate both GMO Sign and Salesforce with Yoom.
・Salesforce is available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be cautious.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.
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