When a message is posted on LINE WORKS, register the activity history in Salesforce.

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■Overview

This is a flow that registers activity history in Salesforce when a message is posted on LINE WORKS.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Companies that have adopted LINE WORKS as their internal chat tool

・Those who want to transcribe chat conversations to other tools

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2. Those who want to centrally manage activity history in Salesforce

・Those who find information registration tasks cumbersome

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■Benefits of using this template

By using this template, messages posted on LINE WORKS are automatically registered as activity history in Salesforce, allowing you to complete the task with a single input.
This reduces manual data entry errors and maintains consistency of information.

Additionally, real-time information sharing becomes possible, strengthening the collaboration of the entire sales team and facilitating smooth communication.

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■Notes

・Please connect Yoom with both LINE WORKS and Salesforce.

・For details on how to register a My App in LINE WORKS, please see here.

・AI operations and Salesforce are features and apps available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flow bot will result in an error, 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 restricted apps and AI features (operations).

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About the Apps You Use

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

Templates using

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LINE WORKS

Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.

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Slack