■Overview
This is a flow to create a payment link from Salesforce for Stripe and send it via the official LINE account.
By using Yoom, you can easily connect apps without programming knowledge.
Using a trigger with a Chrome extension, you can directly activate the trigger from HubSpot.
■Recommended for
1. Companies managing product and order information in Salesforce
・Those who want to automate routine tasks by integrating Salesforce with other tools
2. Companies using Stripe for payments
・Those who use Stripe but find manual issuance of payment links cumbersome
3. Companies communicating with customers via the official LINE account
・Those who want to easily provide payment links to customers and promote quick payments
■Benefits of using this template
By integrating Salesforce, Stripe, and the official LINE account, you can consistently generate and send payment links.
This streamlines the payment process and saves time. Quick responses improve customer satisfaction and shorten the lead time to payment completion.
Additionally, notifications via the official LINE account facilitate smooth communication with customers and help prevent missed or forgotten payments.
■Notes
・Please integrate each of Salesforce, Stripe, and the official LINE account with Yoom.
・Stripe and Salesforce are apps available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, 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 the restricted apps.
・For instructions on setting up triggers using the Chrome extension, please refer to here.