Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Launch this workflow to connect
Salesforce &
Microsoft Outlook
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■Overview
This is a flow where business card images received in Outlook are read via OCR, registered as contacts in Salesforce, and a thank-you email is sent from Outlook.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who frequently exchange business cards
- Sales representatives or sales department managers who want to efficiently digitize business card information
- Those who want to smoothly approach customers after exchanging business cards
2. Those who want to efficiently manage customer business card data
- Those who want to quickly proceed with follow-ups by utilizing business card information
- Those who aim for centralized management of customer information in Salesforce
- Those who aim to improve the efficiency of customer management and achieve digital transformation
■Benefits of using this template
By implementing this flow, the registration of contacts in Salesforce and the sending of thank-you emails in Outlook are automated based on business card images attached to received emails in Outlook.
When registering data in Salesforce, the business card image is automatically uploaded, making it easy to verify against the data.
Business card information is digitized simply by taking or scanning an image and sending an email, reducing the workload of the person in charge.
Sales and customer support representatives can smoothly proceed with customer approaches and follow-ups.
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About the apps you use
Salesforce
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No-Code API Actions
Executable API actions
Flowbot triggers
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
When a specific subject email is received
Flowbot operations
Get Lead records
Update Lead Records
Create Lead Record
Search Lead records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity records
Get Contact Record
Update Contact records
Create Contact Records
Search Contact records
Get Custom Object Record
Flowbot triggers
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead recordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account recordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity recordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact recordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch custom object recordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract record with an Opportunity recordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQL
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Create an event in my calendarCreate a calendarCreate an event in a specified user's calendarGet email attachment informationDownload email attachmentsDelete event from a specific user's calendarUpdate event in a specific user's calendarDelete event from my calendarUpdate event in my calendarCreate task (with reminder settings)Create a task (reminders not supported)Search events in my calendarSearch events in a specific user's calendarFind meeting timesGet calendar viewGet mail messagesMove messageGet a specific messageMore inspiration for you
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