Integrate the information booked in STORES Reservation into a custom object in Salesforce.

Try this Template

No items found.

■Overview

This is a flow that integrates information reserved in STORES Reservation with a custom object in Salesforce.

By using Yoom, you can easily integrate apps without the need for programming.

‍

■Recommended for

1. Those who utilize STORES Reservation in their business

・Those who use STORES Reservation for customer reservation management

‍

2. Those who utilize custom objects in Salesforce

・Those who manage customer reservation information with custom objects and use it for marketing strategies

‍

■Benefits of using this template

By integrating customer reservation history and behavior data from STORES Reservation into custom objects in Salesforce, you can respond based on customer needs and preferences.
However, manually integrating STORES Reservation information into Salesforce is time-consuming and inefficient.

With this flow, when a reservation is made in STORES Reservation, it can be automatically integrated into a custom object in Salesforce, thus streamlining manual tasks.
You can eliminate the hassle of manually checking STORES Reservation, keep Salesforce information constantly updated, and streamline customer management.

You can also optimize marketing strategies using reservation data, thereby enhancing customer satisfaction.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record new lead information registered in Salesforce into a Google Spreadsheet.

When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.

See details

When a new lead is registered in Salesforce, register it in kintone.

When a new lead is registered in Salesforce, a new record is created in kintone. Data can be automatically transferred without accessing the destination database like kintone.

See details

When a new lead is registered in Salesforce, notify Slack.

- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.

See details

When a record is registered in a Salesforce custom object, add it to Google Sheets.

This is a flow that adds a record to a Google Sheets database when a record is registered in a Salesforce custom object. The person in charge of the task does not need to manually transfer the data, significantly improving work efficiency and reducing the risk of human error.

See details

Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.

When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.

See details

When the Salesforce opportunity stage reaches the specified phase, send the contract via Docusign.

When the Salesforce opportunity stage reaches the specified phase, you can send contracts via Docusign. By automating the creation and sending of contracts, you can prevent omissions in contract-related tasks and significantly reduce the time spent on verification work.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

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.

Related apps

Salesforce

Templates using

View all related templates

STORES Booking

Yoom allows you to integrate with the STORES Reservation API without any coding. For example, you can store reservation information generated in STORES Reservation into databases like spreadsheets or kintone.

Related apps