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Gmail Google Search Salesforce Slack
When a lead is added to Salesforce, use an AI worker to research the company, draft an email, and send a notification to Slack
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Gmail Google Search Salesforce Slack

When a lead is added to Salesforce, use an AI worker to research the company, draft an email, and send a notification to Slack

Launch this workflow to connect Gmail & Google Search & Salesforce & Slack !
Try this template
■Overview
Every time a new lead is added to Salesforce, manually researching the company and crafting a personalized sales email can be time-consuming and labor-intensive. Gathering information and tailoring the message to each prospect’s situation can significantly increase the workload for inside sales teams. With this workflow, adding a lead to Salesforce triggers an AI Worker to automatically research the company and create a draft of the optimal outreach email. By automating the process from information gathering to email creation, you can accelerate initial sales outreach and engage leads more efficiently.

■Who should use this template
  • Sales professionals who manually research companies and create emails for new leads registered in Salesforce and want to improve operational efficiency
  • Inside sales teams that want to deliver personalized proposals for each lead but do not have enough time to conduct thorough research
  • Managers who want to leverage the latest AI technology to automatically prepare high-quality sales email drafts and improve their meeting conversion rate

■Benefits of using this template
  • When a lead is added to Salesforce, company research and email creation are performed automatically, reducing the time spent on research and drafting.
  • The AI Worker proposes the optimal outreach approach based on web information, helping minimize differences in individual skill levels and consistently prepare high-quality email drafts.

■Flowbot steps
  1. First, connect Salesforce, Gmail, Slack, and Google Search to Yoom.
  2. Next, select Salesforce as the trigger and set the action to “When a new record is added to the Lead object.”
  3. Finally, set up the AI Worker manual (instructions) to research information about the lead’s company on the web and create a draft of the optimal outreach email that highlights the strengths of your products or services.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options for this workflow
  • When configuring the AI Worker manual (instructions), provide detailed information about the strengths of your products or services and the points you particularly want it to research, such as customer success stories and the latest news, to create more accurate email copy.
  • In the Gmail step, freely customize the recipient and subject line formats for the drafts to match your internal processes.
  • In the Slack notification settings, specify the channel where notifications should be sent so that the person in charge can review the details smoothly.

■Important notes
  • Connect Salesforce, Gmail, Slack, and Google Search to Yoom individually. The tools (apps) used within the AI Worker must also be connected through My Apps.
  • Combining multiple keywords in your searches can help you retrieve relatively accurate information.
  • Salesforce is available on the Mini plan and above. Please note that operations and Data Connects in configured Flowbots will result in errors on the Free and Personal plans.
  • Paid plans, such as the Mini, Team, and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
  • 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.
  • For basic AI Worker configuration, see “[AI Worker] How to configure the basics.”
  • 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 depending on your plan.
  • Apps and operations available within the AI Worker are subject to the same usage restrictions 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 execution counts are calculated.”
  • AI Workers are more likely to perform the appropriate processing when the manual is configured in detail. For details, see “[AI Worker] How to create a manual.” 
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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.
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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.
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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.
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No-Code API Actions
Executable API actions
All
Gmail
Google Search
Salesforce
Slack
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
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
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
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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
Flowbot triggers
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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