Add accounts registered in Salesforce to a Notion database

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◼️Overview‍

This is a flow bot that links information to a Notion database when a record is registered in the Salesforce account object.
By using this flow bot, you can automatically synchronize the Salesforce and Notion databases.

You can freely set which Notion database to link to.
Also, feel free to change the information to be linked as needed.‍

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■Recommended for‍

1. Those who use both Salesforce and Notion
2. Those who link information registered in Salesforce to Notion
3. Those who link information from Notion to Salesforce
4. Those who want to improve efficiency with Salesforce or Notion

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■Benefits of using this template

・You can automatically register information updated or registered in Salesforce to Notion, enabling centralized management.
・It is also possible to link from Notion to Salesforce, allowing for bidirectional information updates, reducing the hassle of accessing each app, and preventing information sharing errors.

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◼️Notes‍

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

・Available with Yoom's team plan or higher.

・The flow bot will activate 5-15 minutes after registering an account in Salesforce.

・Salesforce is an app available only 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 two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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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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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

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