Automatically send a template email from Gmail using lead information from the Salesforce page.

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◼️Overview‍

Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending template emails via Gmail.

Feel free to modify the content of the template emails as needed.

You can also send attachments such as service documents.

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◼️Notes‍

・Please integrate your Gmail and Salesforce accounts with Yoom for use.

・Please install and use Yoom's Chrome extension.

・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 set in Flowbot will result in errors, so please be aware.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

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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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