Suggest related products and services with AI when a lead is created in Salesforce, and notify Lark.
Suggest related products and services with AI when a lead is created in Salesforce, and notify Lark.
Launch this workflow to connect
Salesforce &
Lark
!
■Overview
Each time a new lead is registered in Salesforce, reviewing its details, creating a relevant proposal, and notifying the assignee in Lark are tasks that demand speed yet are tedious. Use this workflow to streamline the Salesforce–Lark connection: a new lead registration acts as the trigger, AI automatically generates proposal content, and Lark notifies the assignee—making this routine work more efficient.
■Who should use this template
- Sales reps who manually handle lead management in Salesforce and share information in Lark
- Managers who want to accelerate first response to leads by integrating Salesforce and Lark
- Anyone looking to leverage AI to improve the quality and speed of information shared with sales reps
■Benefits of this template
- Automates everything from lead registration in Salesforce to notifications in Lark, reducing time spent on manual data entry and composing notifications.
- System-driven notifications to the assignee prevent missed communications and enable faster customer response.
■Flowbot flow
- First, connect Lark and Salesforce to Yoom.
- Next, choose Salesforce as the trigger and set the action “When a new record is added to the Lead object.”
- Then, in an operation, select the AI feature and write instructions to propose relevant products or services based on the Salesforce lead information.
- Finally, in an operation, configure Lark’s “Send message” action to notify the designated recipient with the AI-generated text.
Note: ‘trigger’ = the action that starts the flow; ‘operation’ = the action that runs within the flow after the trigger fires
■Customization tips for this workflow
■Customization tips for this workflow
- In the Salesforce connection settings, configure the appropriate My Domain URL for your environment.
- In the AI “Generate text” action, you can customize the prompt based on the type of proposal you want generated from the lead information.
■Important notes
- Connect Yoom with both Salesforce and Lark.
- You can select a trigger polling interval of 5, 10, 15, 30, or 60 minutes.
- The shortest available interval varies by plan.
- Salesforce and Lark are available only on the Team plan and Success plan. On the Free plan or Mini plan, Flowbot operations and Data Connect for these apps will result in errors.
- Paid plans such as the Team plan and Success plan include a 14-day free trial. During the free trial, you can use apps that are otherwise restricted.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a New Record Is Created in the Lead Object
When a New Record Is Created in the Account Object
When a New Record Is Created in the Opportunity Object
When a New Record Is Created in Contacts
When a Record Is Created 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 Contacts
When a New Record Is Created in a Custom Object
When a Record Is Created or Updated in a Custom Object
When a Record Is Created in the Event Object
When a Record Is Created 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
When an Approval Request Is Approved
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
Flowbot triggers
When a New Record Is Created in the Lead ObjectWhen a New Record Is Created in the Account ObjectWhen a New Record Is Created in the Opportunity ObjectWhen a New Record Is Created in ContactsWhen a Record Is Created or Updated in the Lead ObjectWhen a Record Is Created or Updated in the Account ObjectWhen a Record Is Created or Updated in the Opportunity ObjectWhen a Record Is Created or Updated in ContactsWhen a New Record Is Created in a Custom ObjectWhen a Record Is Created or Updated in a Custom ObjectWhen a Record Is Created in the Event ObjectWhen a Record Is Created in the ToDo ObjectWhen an Outbound Message Is ReceivedWhen a File Is UploadedWhen a Calendar Event Is CreatedWhen a Calendar Event Is UpdatedWhen a Calendar Event Is DeletedWhen an Approval Request Is Approved
Flowbot operations
Get Lead RecordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordsUpdate Account RecordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch 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 ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate a ToDo for a Contact ObjectLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract RecordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract Record with an Opportunity RecordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLRetrieve Approval Request Field List
Flowbot triggers
When a Workflow Is Approved
Flowbot operations
Send MessageGet Approval Instance DetailsGet Multiple Approval InstancesDownload FileCreate a Record in BaseCreate Multiple Records in BaseGet Base Field ListMore inspiration for you
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