■Overview
This is a flow where, when the Salesforce opportunity phase is updated to a specific phase, company information is retrieved, a client is created in freee Accounting, and an invoice is issued.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage opportunities using Salesforce
・Those who manage opportunity phases in Salesforce but find the tasks associated with information updates cumbersome
・Those who want to automate other tasks triggered by opportunity phase updates to improve efficiency
2. Those who perform accounting tasks using freee Accounting
・Those who issue invoices using freee Accounting but find the integration tasks time-consuming
■Benefits of using this template
By utilizing the flow where company information is retrieved and a client is automatically created in freee Accounting when the Salesforce opportunity phase is updated to a specific phase, and an invoice is issued, you can achieve quick and accurate business processing.
This shortens the process from sales to invoice issuance, saving time.
Additionally, as manual data entry decreases, the incidence of errors is reduced, allowing for more accurate data management.
Furthermore, with system integration, business flows are centralized, leading to better visibility and smoother progress.
As a result, business efficiency improves, and productivity increases.
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