Add a record to Salesforce when a form response is submitted
Add a record to Salesforce when a form response is submitted
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Salesforce
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■Overview
Manually entering website inquiries or lead data captured by sales reps into Salesforce is time-consuming and error-prone. It can also be hard to update Salesforce quickly. With this workflow, once information is submitted to a form built in Yoom, a record is automatically added to any Salesforce object—smoothly resolving these challenges.
■Who this template is for
- Marketers who manually input contact form submissions into Salesforce
- Sales reps who find it cumbersome to register customer data from sales activities in Salesforce
- Anyone who wants to automate Salesforce data entry and eliminate human error
■Benefits
- Automatically register form inputs in Salesforce to reduce time spent on manual data entry.
- Eliminate manual copy-paste to reduce the risk of typos and omissions.
■Flowbot flow
- First, connect Salesforce with Yoom.
- Next, in the trigger, select the form trigger and set the action to "When a form is submitted".
- Finally, in the operation, configure Salesforce's "Add record" action and map it to add a record based on the form data.
※「trigger」: The action that starts the flow, 「operation」: The action that runs within the flow after the trigger fires
■Customization points for this workflow
■Customization points for this workflow
- In the form trigger settings, customize the questions—name, company, email address, etc.—to match the information you want to collect.
- In the Salesforce "Add record" action, freely map which form fields correspond to which Salesforce fields.
■Notes
- Connect Salesforce with Yoom.
- Salesforce is available on the Mini plan or higher. On the Free or Personal plans, Flowbot operations and Data Connect you configure will result in errors.
- Paid plans such as Mini, Team, and Success include a 14-day free trial. During the free trial, you can use apps that are otherwise restricted. For details, see the Pricing plans page.
- When using operations that work with databases to add or update records, configure them to follow Salesforce's input formats. For example, if a Salesforce field is a picklist and expects English values, any value that doesn't exist in the options or is entered in a different language will cause an error.
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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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No-Code API Actions
Executable API actions
Flowbot triggers
When a New Record Is Created in the Lead Object
When a New Record Is Created in the Account Object
When a New Record Is Created in the Opportunity Object
When a New Record Is Created in Contacts
When a Record Is Created 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 Contacts
When a New Record Is Created in a Custom Object
When a Record Is Created or Updated in a Custom Object
When a Record Is Created in the Event Object
When a Record Is Created 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 an Approval Request Is Approved
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
Flowbot triggers
When a New Record Is Created in the Lead ObjectWhen a New Record Is Created in the Account ObjectWhen a New Record Is Created in the Opportunity ObjectWhen a New Record Is Created in ContactsWhen a Record Is Created or Updated in the Lead ObjectWhen a Record Is Created or Updated in the Account ObjectWhen a Record Is Created or Updated in the Opportunity ObjectWhen a Record Is Created or Updated in ContactsWhen a New Record Is Created in a Custom ObjectWhen a Record Is Created or Updated in a Custom ObjectWhen a Record Is Created in the Event ObjectWhen a Record Is Created in the ToDo ObjectWhen an Outbound Message Is ReceivedWhen a File Is UploadedWhen a Calendar Event Is CreatedWhen a Calendar Event Is UpdatedWhen a Calendar Event Is DeletedWhen an Approval Request Is Approved
Flowbot operations
Get Lead RecordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordsUpdate Account RecordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch 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 ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate a ToDo for a Contact ObjectLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract RecordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract Record with an Opportunity RecordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLRetrieve Approval Request Field ListMore inspiration for you
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