■Overview
This is a flow to register Salesforce information into the core system.
By using a trigger with a Chrome extension, you can directly activate the trigger from HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Salesforce in their business
・Those who manually integrate Salesforce data into the core system
■Benefits of using this template
By using this flow, you can streamline data registration into the core system by activating the Chrome extension trigger from the Salesforce lead detail page.
This eliminates the need for input work and verification or correction tasks due to input errors, thereby improving operational efficiency.
■Notes
・Please integrate Salesforce with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Operations that manipulate the browser are only available in the Success Plan. In the case of the Free Plan, Mini Plan, or Team Plan, operations set in the Flowbot will result in an error, so please be careful.
・Salesforce is only available as an app in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations and data connections set in the Flowbot 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 operations that manipulate restricted apps and browsers.
・For instructions on setting up operations that manipulate the browser, please refer to here.
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