■Overview
This is a flow to add accounts from Salesforce to Misoca.
By using Yoom, you can easily connect applications without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who use Salesforce for sales and customer management
・Those who manage account information with Salesforce but often manually enter the same information into other systems
・Those who want to efficiently register account information from Salesforce to Misoca
2. Companies using Misoca as an invoice management tool
・Those who often make input errors when registering account information in Misoca
・Those who want to automate data integration between Salesforce and Misoca to eliminate the hassle of double entry
■Benefits of using this template
By adding accounts from Salesforce to Misoca, you can efficiently manage customer information.
This eliminates the hassle of duplicate entries and allows you to make effective use of your time.
Additionally, using an automated flow improves data accuracy and reduces human error.
Furthermore, information integration between Salesforce and Misoca becomes smoother, improving the efficiency of sales activities.
As a result, the quality of customer service will improve, and the overall productivity of the business will increase.
■Notes
・Please connect both Salesforce and Misoca with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set with Flowbot 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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