NEW Introducing AI workers. Hire the digital teammate you've been looking for. Learn more
Hire your AI teammate, meet AI workers. Learn more
Yoom
Try for free
Gmail Google Search Salesforce
When a lead is added to Salesforce, use an AI worker to conduct a detailed company analysis and send a follow-up email
Try this template
Gmail Google Search Salesforce

When a lead is added to Salesforce, use an AI worker to conduct a detailed company analysis and send a follow-up email

Launch this workflow to connect Gmail & Google Search & Salesforce !
Try this template
■Overview
Researching company information and creating a personalized follow-up email for every new lead registered in Salesforce can be a time-consuming and labor-intensive task.
With this workflow, registering a lead in Salesforce triggers an AI agent (AI worker) to automatically analyze the company and draft a follow-up email. The completed email is sent automatically after approval, enabling fast, high-quality initial outreach.
■Recommended for
  • Inside sales and sales professionals who use Salesforce and want to improve the speed and quality of their lead outreach
  • Those who want to streamline the creation of effective follow-up emails with an AI agent
  • Marketing and sales team leaders who want to standardize initial lead responses and eliminate person-dependent processes
■Benefits of using this template
  • Automating manual tasks such as researching companies and creating emails after a lead is registered in Salesforce frees up time for higher-value core activities
  • Because AI drafts email content based on company information, it helps prevent variations in quality between team members and ensures consistently high-quality follow-up
■Flowbot steps
  1. First, connect Salesforce and Gmail to Yoom
  2. Next, select Salesforce as the trigger and set the action to “When a new record is registered in the Lead object”
  3. Next, select AI worker as the operation and create a manual (instructions) for analyzing the company and drafting a follow-up email based on the lead information retrieved from Salesforce
  4. Next, in the Request for assignee operation, set an action to ask the assigned team member to review and revise the email drafted by AI
  5. Finally, select Gmail as the operation and set an action to send the email using the content approved by the assigned team member
※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts
■Customization options
  • When connecting Salesforce, set any My Domain URL that matches your environment
  • In the AI worker settings, optionally specify the AI model you want to use, the type of company analysis to perform, and the tone of the email to create
  • When notifying the assigned team member of the request, optionally specify the items to be reviewed in “Request details” or the “Form”
■Notes
  • Connect Salesforce and Gmail to Yoom individually. Any tools (apps) used within the AI worker also need to be connected through My Apps.
  • You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Please note that the shortest available trigger interval varies by plan.
  • Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects configured in Flowbots will result in errors.
  • Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
  • For basic AI worker settings, see “[AI Worker] How to configure basic settings.”
  • The number of AI workers that can run simultaneously, the number of AI workers you can create, and the AI models available to you vary by plan.
  • The apps and operations available within AI workers are subject to the same usage limits as Flowbots.
  • Please note that AI workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How task usage is calculated.”
  • AI workers are more likely to perform the appropriate processing when their manuals are configured in detail. For details, see “[AI Worker] How to create a manual.”
Check Out Similar Templates!
Shopify
Slack
Have an AI worker regularly analyze Shopify inventory sell-through rates and notify stakeholders of recommended actions after consultation
This flow uses AI to regularly analyze your Shopify inventory data and recommend action plans based on sell-through rates. Refine your strategies through conversations with AI and send notifications to Slack—ideal for ecommerce leaders who want to streamline inventory management while making flexible, informed decisions.
View template
Google Sheets
Jira Software
Slack
Have AI Workers analyze Jira progress weekly, update the roadmap, and notify you only when risks are detected
Automate Jira progress tracking and Google Sheets roadmap updates with AI Workers.,At a scheduled time each week, AI retrieves and analyzes Jira ticket data, then automatically updates your Google Sheet with current progress and delay risks. Administrators simply review the analysis delivered to Slack to identify potential delays early. Eliminate tedious manual updates and focus your resources on faster decision-making and resolving critical issues.
View template
Google Docs
Zendesk
Regularly add FAQ drafts from resolved Zendesk tickets to Google Docs
Automatically create FAQ drafts from daily Zendesk tickets and centralize them in Google Docs with this Flow Bot template. Turn valuable knowledge accumulated in customer support into FAQs—without the manual effort. AI regularly reviews resolved tickets and identifies frequently asked questions, helping you efficiently maintain an FAQ update cycle that reflects the latest user needs. Reduce the time spent gathering information and creating drafts, and ensure customers always receive accurate information.
View template
Gmail
Google Sheets
When an employee is flagged as terminated in a Google Sheets tracker, an AI worker generates separation certificate data from the payroll ledger
Use updated employee departure information in Google Sheets to have an AI agent (AI worker) automatically generate separation notices from payroll ledgers and send notifications via Gmail. Eliminate manual data entry and calculations to reduce processing time and prevent input errors.
View template
Google Docs
Google Drive
Google Forms
Slack
Register contract terms in Google Forms, then use an AI worker to review them, generate a contract, and notify Slack
Automate legal reviews and contract drafting with AI based on contract terms submitted through Google Forms. Accelerate approvals, prevent errors, and streamline the path to contract execution—reducing the workload on your legal team and improving operational efficiency.
View template
Google Sheets
Microsoft Outlook
Each day, the AI worker identifies travelers who need reminders and sends pre-departure emails after approval from the person in charge.
This template automatically identifies recipients who need reminders from Google Sheets, uses an AI worker to craft personalized messages for each person, and sends emails through Outlook after approval from the assigned owner. Reduce the risk of missed recipients and misdirected emails while delivering thoughtful follow-ups that improve customer satisfaction with minimal effort.
View template
See more
About the Apps
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
Related apps
Templates using
Gmail
Activate the flow bot at the end of each month to send an email in Gmail.
Try it
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
View template Try it
Add Gmail inbox content to Notion
Try it
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
View template Try it
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Try it
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
View template Try it
See more templates
Learn more about Yoom
Google Search
Yoom allows you to integrate with Google's Custom Search JSON API without any coding, enabling you to retrieve search results via the API. For example, you can automatically obtain search results from Google based on keywords added to a Google Spreadsheet. This can be used for competitive analysis of search results or for your own SEO strategies.
Related apps
Templates using
Google Search
Search for company information on Google using the keywords added to Airtable, summarize the search results, and update Airtable.
Try it
This flow involves searching for company information on Google using keywords added to Airtable and updating Airtable with the summarized search results. This allows for seamless workflow by reducing the time spent on Google searches.
View template Try it
Search for company information registered in GENIEE SFA/CRM on Google, summarize the obtained snippets using AI, and add records to a Google Spreadsheet.
Try it
This is a flow where company information registered in GENIEE SFA/CRM is searched on Google, and the obtained snippets are summarized by AI and added as records to a Google Spreadsheet. When a company is registered, it automatically searches and summarizes, reducing the need for manual work.
View template Try it
Search for company information registered in Salesforce on Google, summarize the retrieved snippets using AI, and update the record.
Try it
It is a flow that searches Google using company information registered in Salesforce, summarizes the obtained snippets with AI, and updates the records. Since the registration of information is automatically completed, it prevents human errors from manual input and maintains the accuracy of the information.
View template Try it
See more templates
Learn more about Yoom
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
Templates using
Salesforce
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View template Try it
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View template Try it
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View template Try it
See more templates
Learn more about Yoom
About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates
Activate the flow bot at the end of each month to send an email in Gmail.
Try it
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
View details Try it
Activate the flow bot at the end of each month to send an email in Gmail.
Add Gmail inbox content to Notion
Try it
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
View details Try it
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Try it
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
View details Try it
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Similar apps
3Scribe Transcription
Apps Script
Canva
ChatGPT
Claude
Coda
Cohere
DeepL
DeepSeek
Dify
Garoon
Gemini
Google Search
Yoom allows you to integrate with Google's Custom Search JSON API without any coding, enabling you to retrieve search results via the API. For example, you can automatically obtain search results from Google based on keywords added to a Google Spreadsheet. This can be used for competitive analysis of search results or for your own SEO strategies.
see details
Templates
Similar apps
3Scribe Transcription
Apps Script
Canva
ChatGPT
Claude
Coda
Cohere
DeepL
DeepSeek
Dify
Garoon
Gemini
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.
see details
Templates
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View details Try it
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View details Try it
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View details Try it
Add lead information registered in Salesforce to Notion.
Similar apps
21st Century AI Credit Screening Circuit
Agendor
Amptalk Analysis
Apollo
Attio
Axonaut
BetterContact
Bigin by Zoho CRM
Bird
Bitrix24
Call Connect
Capsule
see details
Templates
No items found.
Related apps
No items found.
No-Code API Actions
Executable API actions
All
Gmail
Google Search
Salesforce
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
    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
    When a Calendar Event Is Created
    When a Calendar Event Is Updated
    When a Calendar Event Is Deleted
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Get Search Results
    Get Lead Records
    Update Lead Records
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Records
    Update Account Records
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Records
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Records
    Create Contact Records
    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 Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create a ToDo for a Contact Object
    Log Activity 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 Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract Records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract Record with an Opportunity Record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
Flowbot operations
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
    When a Calendar Event Is Created
    When a Calendar Event Is Updated
    When a Calendar Event Is Deleted
Flowbot operations
    Get Lead Records
    Update Lead Records
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Records
    Update Account Records
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Records
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Records
    Create Contact Records
    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 Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create a ToDo for a Contact Object
    Log Activity 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 Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract Records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Post Chatter to Contact
    Post Chatter to Opportunity
    Post Chatter to Lead
    Post to Chatter on a Case
    Post to Campaign Chatter
    Post to Custom Object Chatter
    Post Chatter to a Chatter Group
    Get Channel List
    Update User Object Record
    Create User Role
    Assign User Role
    Create Permission Set Assignment for User Object
    Associate a Contract Record with an Opportunity Record
    Delete Permission Set Assignment for User Object
    Add User to Specified Group
    Remove User from Specified Group
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
Tab 1
Tab 2
Tab 3
More inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!