Register a spot in cyzen when an account is registered in Salesforce.

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■Overview

This is a flow to register a spot in cyzen when an account is registered in Salesforce.

With Yoom, you can easily achieve this flow without the need for programming, enabling seamless integration between apps.

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‍■Recommended for

1. Those who utilize Salesforce

・Those who manage account information in Salesforce

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2. Those who manage spot information in cyzen

・Those who manually register spot information based on Salesforce account information

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■Benefits of using this template

By registering spot information in cyzen, you can streamline the management of visit destinations.
However, if spot information is registered manually, there is a risk of input omissions, which can hinder business operations.

With this flow, when an account is registered in Salesforce, a spot can be registered in cyzen, preventing human error.
Automating the registration of spot information in cyzen eliminates the waiting time for information updates, allowing for faster response.

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■Notes

・Please integrate Yoom with both Salesforce and cyzen.

・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 the flow bot 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.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use

cyzen

Yoom allows integration with cyzen's API without code, enabling the automation of cyzen operations via the API. For example, you can register information from Google Sheets or kintone on cyzen as spot entries, or notify Slack or Chatwork of reports registered on cyzen. *Using the cyzen API requires a subscription to cyzen's Pro Plan or the API option.

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cyzen

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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.

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