When the opportunity stage is changed in Salesforce, register the client in Money Forward Cloud Accounting.

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■Overview

This is a flow to register a client in Money Forward Cloud Accounting when the opportunity phase is changed in Salesforce.

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■Recommended for

1. Those who are conducting sales activities using Salesforce

・Those who manage opportunities within Salesforce but find the manual client registration cumbersome when the opportunity phase changes

・Those who wish to improve operational efficiency by automatically registering clients in Money Forward Cloud Accounting when the opportunity phase changes

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2. Those who are conducting accounting operations using Money Forward Cloud Accounting

・Those who use Money Forward Cloud Accounting on a daily basis and wish to automate client registration tasks

・Those who want to reduce the hassle of manual input while maintaining the accuracy of accounting data

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■Benefits of using this template

By linking Salesforce and Money Forward Cloud Accounting, you can automate client registration associated with changes in the opportunity phase.
This improves the speed of registration tasks, allowing sales representatives to focus on responding to customers and enabling quick responses.
As a result, customer satisfaction improves, contributing to increased sales.

Additionally, reducing the burden of data entry improves operational efficiency and decreases human error.
This ensures accurate data management.

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About the Apps You Use

Money Forward Cloud Accounting

Yoom allows you to integrate with the Money Forward Cloud Accounting API without code, enabling the automation of operations in Money Forward Cloud Accounting via the API. For example, you can link customer information registered in CRM systems like Salesforce or kintone to Money Forward Cloud Accounting as business partners, or automatically create journal entry data in Money Forward Cloud Accounting from spreadsheets.

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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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