When employee information is registered in Salesforce, add it to freee HR as well.

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■Overview

This is a flow that adds employee information to freee HR when it is registered in Salesforce.

■Recommended for

1. Companies managing employee information with Salesforce

・Those who manage not only customer information but also internal employee information with Salesforce

・Those who want to consolidate information in Salesforce for centralized management

2. Those using freee HR as a tool for managing employee information

・Information managers adding new employee information to freee HR

・Those who want to reduce data entry tasks

■Benefits of using this template

By using this template, when employee information is registered in Salesforce, the same information is automatically added to freee HR.
For those who have been entering information into both applications, the workload is halved, reducing work time.
The time saved can be effectively used for other tasks, increasing the amount of work that can be done in a day and leading to improved productivity.

It is also effective in preventing omissions.
You can prevent situations where information is registered in Salesforce but forgotten in freee HR.

■Notes

・Please connect both Salesforce and freee HR with Yoom.

・Salesforce is an app 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 Flowbot will result in errors, so please be careful.

・Paid plans such as the 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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freee HR
freee HR
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Salesforce
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About the apps you use
freee HR
At Yoom, you can utilize the freee HR labor API without any coding. It is possible to automatically create a freee HR labor account for new employees upon joining and retrieve employee attendance information via the API. Additionally, you can synchronize freee HR labor information with Yoom's database for various purposes.
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Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
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