When a lead is registered in Salesforce, create a folder in Microsoft SharePoint.

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■Overview

The workflow "Create a folder in Microsoft SharePoint when a lead is registered in Salesforce" contributes to the efficiency of folder creation tasks.
It allows for the automatic creation of folders for each company, leading to improved operational efficiency.

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■Recommended for

Those who manage customers using Salesforce
Those who want to quickly create folders every time a lead is registered in Salesforce
Those who want to improve operational efficiency by integrating Salesforce with Microsoft SharePoint
Those who manage documents using Microsoft SharePoint
Those who want to organize materials and documents quickly

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■Benefits of using this template

By integrating Salesforce with Microsoft SharePoint, folder creation is quickly realized when a lead is registered.
This makes it easier to quickly organize and share information related to leads, supporting efficient sales activities.

Additionally, since information is immediately organized, the effort of searching is reduced, leading to improved operational efficiency.
Furthermore, as information on Salesforce is automatically reflected in Microsoft SharePoint, manual information transfer becomes unnecessary, reducing human errors.

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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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Salesforce

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Microsoft SharePoint

Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

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