■Overview
This is a flow that adds a Todo to Salesforce when an application is approved in CollaboFlow.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who want to streamline business processes using CollaboFlow
・Those who manage application and approval processes with a team using CollaboFlow but want to automate post-approval tasks
2. Companies that use Salesforce for customer and task management
・Those who use Salesforce regularly and want to add tasks smoothly
■Benefits of using this template
By adding a Todo to Salesforce when an application is approved in CollaboFlow, you can expect improved efficiency in sales activities.
Since necessary actions after approval can be automatically added as tasks in Salesforce, sales representatives are freed from data entry tasks.
This allows them to focus more on sales activities.
Additionally, automation reduces input errors and improves data accuracy.
You will be able to proceed with your work smoothly based on accurate and up-to-date task information.
■Notes
・Please connect Yoom with both CollaboFlow and Salesforce.
・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 in 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. You can use restricted apps during the free trial period.
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