■Overview
This is a flow that sends an SMSLINK when a specific status is reached in Salesforce.
■Recommended for
1. Sales representatives managing customers and deals in Salesforce
・Those who want to enable quick responses to improve customer satisfaction
2. Companies that prioritize communication via SMSLINK
・Those who want to ensure important notifications are conveyed via SMSLINK to enhance customer engagement
3. Those who want to promote operational efficiency
・Those who want to eliminate the hassle of manual communication and improve operational efficiency
■Benefits of using this template
Salesforce is a very powerful tool for customer management.
However, there is a concern about missing the timing to contact customers while managing deal progress in Salesforce.
By integrating Salesforce with SMSLINK, it becomes possible to automatically send messages to customers via SMSLINK when there is a change in an important status.
This leads to faster customer response, more efficient deal management, and improved closing rates.
■Notes
・Please integrate both Salesforce and SMSLINK 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 of the flow bot you have set 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.
.avif)
.avif)
