When a new lead is registered in Salesforce, register it in kintone.

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  2. Salesforce
  3. When a new lead is registered in Salesforce, register it in kintone.
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■Overview

‍When a new lead is registered in Salesforce, a new record will be created in kintone.

It is possible to automatically transfer data without accessing the destination database such as kintone.

‍

■Setup Method

‍① Select Salesforce from the app trigger, perform the following settings, and test/save.

・Action: Select when a new lead is registered in the ●● object.

・Trigger activation interval: Set to 5 minutes.

・My Domain URL: Enter the specified My Domain URL.

※ Please select the object you want to activate as ●●.

② Press the + mark, select kintone from the operation to manipulate the database, perform the following settings, and test/save.

・Action: Select add a record.

・App ID: Enter the App ID you want to add.

・Field values to add: Embed the output obtained in ① into the corresponding values in the displayed fields.

※ For detailed settings on dynamically embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528

‍

■Notes

‍・It is necessary to set up account information for integration in each app's operation.

※ For integration (My App registration), please refer here. https://intercom.help/yoom/ja/collections/3041779

・Please replace the configuration information for both Salesforce and kintone with your desired values.

・Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured Flow Bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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About the Apps You Use
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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.
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Learn more about Yoom
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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.
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With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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