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Gmail Salesforce Slack
When a lead is added to Salesforce, use AI to analyze the company, then automate Gmail draft creation and Slack notifications
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Gmail Salesforce Slack

When a lead is added to Salesforce, use AI to analyze the company, then automate Gmail draft creation and Slack notifications

Launch this workflow to connect Gmail & Salesforce & Slack !
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■Overview
When a new lead is added to Salesforce, manually researching the company in detail and writing an outreach email can be a major burden for sales reps. Speed is critical when responding to leads, but time spent gathering information can delay the initial outreach. With this workflow, registering a lead in Salesforce triggers AI to automatically analyze the company, draft an email, and create a research summary. It also seamlessly creates a draft in Gmail and sends a notification to Slack, helping sales reps minimize preparation time and quickly begin the most effective outreach.

■Who This Template Is For
  • Sales reps who manage leads in Salesforce and want to respond to new inquiries faster
  • Inside sales professionals who spend significant time researching companies and writing personalized emails after acquiring leads
  • Team leaders who want to streamline sales activities with AI while improving both the quality and speed of lead outreach

■Benefits of This Template
  • AI automatically analyzes the company when a lead is added to Salesforce, reducing the time required for research and speeding up your initial response to the lead.
  • AI saves an optimized email based on the research results as a draft in Gmail and notifies Slack, helping prevent missing information or follow-ups while enabling more accurate outreach.

■Flowbot Steps
  1. First, connect Salesforce, Gmail, and Slack 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. Next, create a skill in AI Worker to analyze the company, draft an email, and create a research summary based on the lead information. Set the following as tools: Salesforce’s “Get a record from the Lead object” action, Gmail’s “Create an email draft” action, Salesforce’s “Register activity history for a Lead object” action, and Slack’s “Send a message to a channel” action.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options
  • Adjust the skills (instructions) in AI Worker to customize the analysis criteria and the tone and manner of the emails to match your company’s sales style.
  • Configure the recipient and subject line format for Gmail drafts to match your internal processes.
  • Specify the Slack notification channel used by the sales team in charge or a specific project team.

■Important Notes
  • Connect Gmail, Salesforce, and Slack to Yoom individually.
  • 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 in configured Flowbots will result in errors.
  • Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted.
  • The tools (apps) used within AI Worker must also be connected through My Apps.
  • For basic AI Worker setup, see “[AI Worker] How to Configure the Basics.” 
  • The number of concurrent AI Worker executions, the number of AI Workers you can create, and the AI models available to you vary depending on your plan.
  • The apps and operations available within AI Worker are subject to the same usage limits as Flowbots.
  • Please note that AI Worker consumes tasks during test runs just as it does during production runs. For details, see “[AI Worker] How Task Executions Are Counted.” 
  • AI Worker is more likely to perform the appropriate processing when skills are configured in detail. For details, see “[AI Worker] How to Create a Manual.” 
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Gmail
Gmail
×
Salesforce
Salesforce
– See what else you can do.
About the apps you use
Gmail
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Gmail
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No-Code API Actions
Executable API actions
All
Gmail
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 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
    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 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
    Retrieve Approval Request Field List
    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
    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
    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
    Retrieve Approval Request Field List
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
Tab 1
Tab 2
Tab 3
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