Notify Chatwork when a new lead is registered in Salesforce.

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■Overview

‍When a new lead is registered in Salesforce, a notification will be sent to a specified Chatwork chat room.

The notification can include lead information (such as name and contact details) in the message.

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■Setup Instructions

・Connect both Salesforce and Chatwork apps with Yoom. (My App Integration)

・Set up the account information to be linked with the trigger "When a new lead is registered" in Salesforce.

・In Chatwork's "Notify Chatwork" operation, set the destination chat room and message content based on the lead information obtained from Salesforce.

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■Notes

‍・It is necessary to set up the account information to be linked in each app's operation.

・Please replace the Chatwork chat room ID with a desired value for use.

・Salesforce is available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be aware.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use the restricted apps during the free trial period.

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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

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Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

Related apps

Slack