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
123FormBuilder Salesforce Slack
Determine customer size from 123FormBuilder responses and automatically assign Salesforce account owners
Try this template
123FormBuilder Salesforce Slack

Determine customer size from 123FormBuilder responses and automatically assign Salesforce account owners

Launch this workflow to connect 123FormBuilder & Salesforce & Slack !
Try this template
■Overview
Do you find it time-consuming to manually review inquiries received through 123FormBuilder, enter them into Salesforce, and assign them to the right team member? With this workflow, whenever a new response is submitted in 123FormBuilder, you can automatically assign a Salesforce representative based on the company size provided in the response and complete the registration process. Prevent delays and data entry errors caused by manual work while streamlining your lead response process.

■Who should use this template
  • Those who want to connect 123FormBuilder with Salesforce and streamline lead management from inquiry to follow-up
  • Those who want to automatically assign inquiries to the right sales representative based on form responses
  • Those who want to eliminate errors in manual data entry and assignment while responding quickly

■Benefits of using this template
  • Automate Salesforce registration and representative assignment based on 123FormBuilder responses, reducing the time spent on manual tasks.
  • Prevent human errors such as manual data entry mistakes and incorrect representative assignments to ensure consistent lead response quality.

■How the flow bot works
  1. First, connect 123FormBuilder, Salesforce, and Slack to Yoom.
  2. Select 123FormBuilder as the trigger and set the action to “When a new response is submitted.”
  3. Next, add a “Branch” operation and set a condition based on the form response, such as “100 or more employees.”
  4. For responses that meet the condition, set the Salesforce action to “Create a lead,” add a record—for example, assign an enterprise representative—and use Slack’s “Send a message to a channel” action to notify a dedicated channel.
  5. For responses that do not meet the condition, set the Salesforce action to “Create a lead,” add a record—for example, assign a general sales representative—and use Slack’s “Send a message to a channel” action to notify a general channel.
※“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
  • In the 123FormBuilder trigger settings, you can specify the ID of any form you want to include in the automation.
  • You can set branching conditions based not only on “number of employees,” as shown in the template example, but also on any other information collected through the form, such as industry or inquiry type.
  • Customize the Salesforce assignee, Slack notification channel, and message content to match your organization’s workflow.

■Notes
  • Connect each of 123FormBuilder, Salesforce, and Slack to Yoom.
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Note that the shortest available trigger interval varies by plan.
  • The Branch operation is available on the Personal plan and above, while 123FormBuilder and Salesforce are available on the Mini plan and above. On the Free and Personal plans, operations and data connections configured in your flow bot may result in errors, so please take note.
  • Paid plans such as the Personal, Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use restricted features (operations) and apps. For details, please see the pricing plans page.
Check Out Similar Templates!
123FormBuilder
Gmail
When a submission is received in 123FormBuilder, send an email to the respondent via Gmail
Automatically send Gmail messages when a response is received in 123FormBuilder. Reduce manual reply efforts, recipient errors, and missed messages while spending less time on communication.
View template
123FormBuilder
Asana
When a submission is received in 123FormBuilder, add a task to Asana
Automatically turn 123FormBuilder form submissions into Asana tasks. Reduce manual entry, prevent errors and missed requests, and keep work moving smoothly.
View template
123FormBuilder
Google Drive
Create a folder in Google Drive when a submission is received in 123FormBuilder
Automatically create a Google Drive folder for every new 123FormBuilder response. Reduce sorting tasks and naming errors while making it easier to organize and review response data.
View template
123FormBuilder
Slack
Get notified in Slack when a submission is received in 123FormBuilder
This flow forwards inquiries submitted through 123FormBuilder to a designated Slack channel via Yoom. Eliminate manual checks and copy-paste sharing, prevent missed notifications, and support faster customer responses.
View template
123FormBuilder
Trello
Create a card in Trello when a submission is made in 123FormBuilder
Automatically create Trello cards from 123FormBuilder submissions. Reduce manual entry and errors while ensuring no tasks are missed.
View template
123FormBuilder
Airtable
Create an Airtable record when a submission is received in 123FormBuilder
Automatically create Airtable records when 123FormBuilder submissions are received. Eliminate manual data entry, reduce errors, and quickly share inquiry and application data.
View template
See more
About the Apps
123FormBuilder
Yoom integrates with 123FormBuilder without code, allowing you to automatically sync data collected through forms across various systems. For example, you can forward form responses directly to Google Sheets, send notifications to Slack, or register customer information in marketing tools like Mailchimp and ActiveCampaign.
Related apps
Templates using
123FormBuilder
When a submission is received in 123FormBuilder, send an email to the respondent via Gmail
Try it
Automatically send Gmail messages when a response is received in 123FormBuilder. Reduce manual reply efforts, recipient errors, and missed messages while spending less time on communication.
View template Try it
When a submission is received in 123FormBuilder, add a task to Asana
Try it
Automatically turn 123FormBuilder form submissions into Asana tasks. Reduce manual entry, prevent errors and missed requests, and keep work moving smoothly.
View template Try it
Create a folder in Google Drive when a submission is received in 123FormBuilder
Try it
Automatically create a Google Drive folder for every new 123FormBuilder response. Reduce sorting tasks and naming errors while making it easier to organize and review response data.
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
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
Related apps
Templates using
Slack
Activate the flow bot at the end of each month and notify Slack.
Try it
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
View template Try it
Add a comment to a Wrike task when a post is made in a Slack channel.
Try it
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
View template Try it
Add inquiry content from Slack to Google Sheets
Try it
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
View template Try it
See more templates
Learn more about Yoom
About the apps you use
123FormBuilder
Yoom integrates with 123FormBuilder without code, allowing you to automatically sync data collected through forms across various systems. For example, you can forward form responses directly to Google Sheets, send notifications to Slack, or register customer information in marketing tools like Mailchimp and ActiveCampaign.
see details
Templates
When a submission is received in 123FormBuilder, send an email to the respondent via Gmail
Try it
Automatically send Gmail messages when a response is received in 123FormBuilder. Reduce manual reply efforts, recipient errors, and missed messages while spending less time on communication.
View details Try it
When a submission is received in 123FormBuilder, send an email to the respondent via Gmail
When a submission is received in 123FormBuilder, add a task to Asana
Try it
Automatically turn 123FormBuilder form submissions into Asana tasks. Reduce manual entry, prevent errors and missed requests, and keep work moving smoothly.
View details Try it
When a submission is received in 123FormBuilder, add a task to Asana
Create a folder in Google Drive when a submission is received in 123FormBuilder
Try it
Automatically create a Google Drive folder for every new 123FormBuilder response. Reduce sorting tasks and naming errors while making it easier to organize and review response data.
View details Try it
Create a folder in Google Drive when a submission is received in 123FormBuilder
Similar apps
AidaForm
Cognito Forms
Content Snare
FillFaster
Fillout
Formbricks
Formsite
Google Forms
Jotform
MoreApp Forms
Paperform
Porsline
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
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
Templates
Activate the flow bot at the end of each month and notify Slack.
Try it
This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.
View details Try it
Activate the flow bot at the end of each month and notify Slack.
Add a comment to a Wrike task when a post is made in a Slack channel.
Try it
This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.
View details Try it
Add a comment to a Wrike task when a post is made in a Slack channel.
Add inquiry content from Slack to Google Sheets
Try it
When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
View details Try it
Add inquiry content from Slack to Google Sheets
Similar apps
2Chat
ChatLuck
Chatwork
Direct
Discord
Google Chat
InCircle
InOut WhatsApp
LINE WORKS
LINE（Currently unavailable）
Megaapi Start
Microsoft Teams
see details
Templates
No items found.
Related apps
No items found.
No-Code API Actions
Executable API actions
All
123FormBuilder
Salesforce
Slack
Flowbot triggers
    New Submission
    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 Form
    Get Form
    List Form Submissions
    Delete Form
    Get Form Submission
    Delete Form Submission
    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
    New Submission
Flowbot operations
    Search Form
    Get Form
    List Form Submissions
    Delete Form
    Get Form Submission
    Delete Form Submission
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
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!