Add a record to Salesforce when a response is submitted in Tally.

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■Overview

This workflow allows you to automatically add records to Salesforce when a response is submitted in Tally. This automation enables the sales team to respond more smoothly and manage customer information centrally.
With Yoom, you can easily connect apps without the need for programming.

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■Recommended for

Sales representatives who want to streamline operations by integrating Tally and Salesforce
Marketing professionals who want to automatically import form data into Salesforce
Team leaders who find manual data management cumbersome
Executives who want to enhance the accuracy of customer information and improve operational efficiency
IT professionals promoting workflow automation using Yoom

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■Benefits of using this template ‍

Reduce data entry effort
・After a response is submitted in Tally, records are automatically added to Salesforce, reducing the time spent on manual entry.
Prevent human error
・Automatic integration prevents errors that are common with manual entry, ensuring data accuracy.
Improve operational efficiency
・Automating data transfer from forms to Salesforce streamlines the workflow for the entire team.
Real-time information sharing
・The latest customer information is accurately reflected in Salesforce, allowing the entire team to share information in real-time.
Flexible customization
・Utilizing Yoom's Flowbot makes it easy to customize according to specific needs.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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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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Tally

Yoom allows seamless integration with Tally without any code, enabling the automation of various tasks triggered by Tally form submissions. For example, information submitted through Tally can be registered as leads in CRM tools like Salesforce or HubSpot, or it can be added as subscribers in marketing tools like Mailchimp or ActiveCampaign.

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