Conduct a survey and store the information in Salesforce.

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◼️Overview‍

Create a survey form and store the responses in the Salesforce lead object.

The survey form can be customized to any form you desire.
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◼️Notes‍

・Survey results can also be stored in any object other than the lead object.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be aware.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are usually restricted.

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About the Apps You Use

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.

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