Notion Salesforce
Transcribe information from Notion to Salesforce
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Notion Salesforce

Transcribe information from Notion to Salesforce

Yoom's Notion ＆  Salesforce  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

The workflow of "Transcribing information from Notion to Salesforce" contributes to the efficiency of data management.
By automating data entry, it reduces manual labor and helps prevent input errors.

‍

■Recommended for

  • Those who want to streamline customer management and sales activities using Salesforce
  • Those who organize information using Notion and manage important data
  • Those who spend a lot of time manually transcribing data from Notion to Salesforce
  • Those who want to quickly transcribe data and improve operational efficiency
  • Those who want to minimize delays and input errors
  • Those who use both Notion and Salesforce and want to reduce data inconsistencies

‍

■Benefits of using this template

By integrating Notion and Salesforce, there is an advantage of being able to quickly transcribe information.
This eliminates the hassle of manual information transcription and improves operational efficiency.

Additionally, since information sharing is done quickly, it also leads to faster decision-making across the team.
This will make business progress smoother and reduce staff stress.

Furthermore, reducing manual input errors makes it easier to maintain data accuracy.

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About the Apps You Use
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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Salesforce
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Notion
Notion
×
Salesforce
Salesforce
– See what else you can do.
About the apps you use
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
see details
Templates
Add a record to Notion when there is a response to the Google Form.
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View details Try it
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Add content posted in a specific Google Chat room to a Notion database.
Try it
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
View details Try it
Add content posted in a specific Google Chat room to a Notion database.
Add content posted in a specific room on Microsoft Teams to a Notion database.
Try it
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
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– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
Notion
Salesforce
Flowbot triggers
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    When Database Content is Added or Updated (Webhook)
    When a page in a specific data source is created or updated
    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
Flowbot operations
    Get page details
    Create Page
    Append text to page
    Update Page Property (Text)
    Update Page Property (Number)
    Update Page Property (Select)
    Update Page Property (Multi-select)
    Update Page Property (Date)
    Update page property (Checkbox)
    Update page property (URL)
    Update page property (Email)
    Update page property (Phone number)
    Retrieve block information for a specific page
    List users
    Update page properties (Relation property)
    Add a sub-item to the specified record
    Generate File Upload ID
    Upload file
    Update Page Property (Files & media property)
    Download File
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Create Page from Database Template (Title Only)
    Add a Heading and Paragraph to a Page
    Update Data Source Property Name
    Update Page Property (Title)
    Search text within a data source’s formula property
    Append Text with Embedded URL to Page
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Flowbot triggers
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    When Database Content is Added or Updated (Webhook)
    When a page in a specific data source is created or updated
Flowbot operations
    Get page details
    Create Page
    Append text to page
    Update Page Property (Text)
    Update Page Property (Number)
    Update Page Property (Select)
    Update Page Property (Multi-select)
    Update Page Property (Date)
    Update page property (Checkbox)
    Update page property (URL)
    Update page property (Email)
    Update page property (Phone number)
    Retrieve block information for a specific page
    List users
    Update page properties (Relation property)
    Add a sub-item to the specified record
    Generate File Upload ID
    Upload file
    Update Page Property (Files & media property)
    Download File
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Create Page from Database Template (Title Only)
    Add a Heading and Paragraph to a Page
    Update Data Source Property Name
    Update Page Property (Title)
    Search text within a data source’s formula property
    Append Text with Embedded URL to Page
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
Flowbot operations
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Tab 1
Tab 2
Tab 3
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