Automatically register inquiry emails received in Outlook as leads in Salesforce.

■Overview

This is a flow that extracts information received in Outlook using AI and adds it to Salesforce.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who use Outlook for business

• Those who want to quickly reflect information received via email into other tools
• Those who receive a large number of emails and want to reduce the effort required to check contents and extract necessary information

2. Those who use Salesforce for business

• Those who use Salesforce for managing lead and customer information
• Those who want to improve the overall team efficiency by facilitating smooth information sharing

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■Benefits of using this template

With this flow, it is possible to extract necessary information from received emails in Outlook and automatically sync it with Salesforce.

Manual tasks such as email checking, information extraction, and transcription are reduced, alleviating the burden on staff and shortening work time.

Additionally, by smoothly sharing only the necessary information, it is expected to improve the overall team efficiency.

You can freely customize the extraction content according to business objectives, such as leads, accounts, opportunities, etc.