When a card is registered in Trello, add it to Salesforce.

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■Overview

This is a flow that adds a card registered in Trello to Salesforce.
By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who use Trello for team task management

・If you register and manage tasks in Trello but find it cumbersome to manually enter the information into Salesforce

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2. Those who use Salesforce for sales activities

・If you want to automatically reflect Trello information in Salesforce to prevent data entry errors or omissions

・If you want to check the progress of tasks managed in Trello on Salesforce as a sales team

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■Benefits of using this template

By linking Trello and Salesforce, you can seamlessly register tasks.
This streamlines project progress management and reduces the chance of missing important tasks.
Information registered in Trello is automatically added to Salesforce, reducing the effort of data entry and improving work efficiency.

Additionally, while utilizing Trello's intuitive interface, detailed data management in Salesforce becomes possible, maintaining data consistency.

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■Notes

・Please connect Yoom with both Trello and Salesforce.

・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be aware.

・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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About the Apps You Use

Trello

Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.

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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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