When business card information is registered in Sansan, it is registered as lead information in Salesforce.

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◼️Overview‍

This is a flow bot that links business card information registered in Sansan to Salesforce as a lead.

From the business card information registered in Sansan, basic information such as name, address, contact details, and position is automatically linked to the lead object in Salesforce. ‍

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◼️Notes‍

・Please link your Sansan and Salesforce accounts with Yoom to use this service.

・The flow bot will activate approximately 5 to 15 minutes after the business card information is registered in Sansan.

・Available with Yoom's Team Plan or Success Plan.

・Salesforce is an app that can only be used with the Team Plan or Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

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

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.

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Sansan

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