When a Google Form is submitted, perform a duplicate check and add the account to Salesforce.

No items found.

■Overview
This is a flow that adds an account to Salesforce after checking for duplicates when a Google Form is submitted.
It allows for smoother management of data submitted via Google Forms.

■Recommended for

Sales representatives collecting customer information via Google Forms
・Those managing data submitted from Google Forms manually
Team leaders utilizing Salesforce for customer management
・Those who want to streamline data entry into Salesforce and improve overall team productivity
Marketing professionals struggling with duplicate data management
・Those who want to automate duplicate checks to maintain accurate customer data and enhance the effectiveness of marketing strategies
Executives interested in automation and seeking efficiency improvements
・Those who want to automate repetitive data management tasks and allocate resources to other important tasks

■Benefits of using this template
This flow can automate the manual process of duplicate checking and registration in Salesforce, contributing to a reduction in work time and effort.
By automating the registration process, human errors can be prevented, and accurate customer data can be maintained.
Additionally, it allows for consistent data management across the team with a unified workflow.

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!

When a response is submitted through Google Forms, the content of that response is automatically registered in any Yoom database. It can be used for various purposes such as surveys and inquiry forms.

See details

When there is a response to the Google Form, add an event to Google Calendar.

When there is a response to the schedule information in Google Forms, it is a flow that adds the schedule to Google Calendar. Without having to manually check the response information from Google Forms, the schedule is automatically added to Google Calendar, which helps eliminate any omissions or oversights in schedule creation and improves work efficiency.

See details

When a response is submitted through Google Forms, the content of that response is automatically registered in the Notion database. It can be used for various purposes such as surveys and inquiry forms.

See details

Move the file data submitted via Google Forms to the specified folder in Google Drive.

The file data submitted via Google Forms can be moved to a specified folder in Google Drive. Normally, file data submitted via Google Forms is stored in My Drive on Google Drive, but by using this template, you can store it in any folder you choose.

See details

Create a document in Microsoft Excel based on the responses submitted to the Google Form.

This is a flow for creating documents in Microsoft Excel using responses from Google Forms. You can create various documents such as estimates, application forms, and request forms without manually entering data, using only the responses from the form.

See details

When a Google Form is submitted, automatically send a Gmail reply to the respondent.

When a Google Form is submitted, this flow automatically sends a Gmail response to the respondent. This eliminates the need for manual response work by the staff, significantly improving operational efficiency. Additionally, by reducing the risk of human error, it enables more prompt and accurate responses.

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

Google Forms

Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

Related apps

Google Forms

Templates using

View all related templates

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