When an opportunity is won in Salesforce, create an issue in Backlog.

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■Overview

This is a flow that automatically registers issues in Backlog when a deal is closed in Salesforce.

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■Recommended for

1. Companies using Salesforce as a CRM tool

・Those who want to link project management and task management

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2. Companies using Backlog as a project management tool

・Those who add standard tasks as issues in Backlog for task management after a deal is closed

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■Benefits of using this template

By using this template, the task of adding issues is automated.
It is recommended for those who add standard tasks as issues in Backlog every time a deal phase is closed in Salesforce.
Since the additional work becomes unnecessary, the person in charge will have more time to focus on other tasks.

Additionally, automation helps prevent human errors.
It can prevent input mistakes or forgetting to add issues when adding them.

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■Notes

・Please integrate both Salesforce and Backlog 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 the flow bot 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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Notify Google Chat when a task is added to Backlog.

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About the Apps You Use

Backlog

Yoom allows you to integrate with Backlog's API without any code, enabling the automation of various tasks. You can automatically add issues or comments to Backlog and easily connect information from Backlog with various SaaS platforms such as kintone, Google Sheets, and Salesforce. Additionally, you can automatically sync Backlog's project and issue information to Yoom's database for use in various applications.

Related apps

Templates using

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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.

Related apps

Salesforce