■Overview
This is a flow bot that automatically links response information submitted via Google Forms to the lead object in Salesforce.
It can be used when you want to register user information submitted from an inquiry form as a lead.
Additionally, you can change the object where the data is stored to any object, such as the opportunity object or account object, for use.
■Notes
・Please feel free to change the settings of Google Forms and Salesforce as needed.
・Integration settings with Yoom are required for both Salesforce and Google Forms.
・Available with Yoom's Team Plan or higher.
・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.
When a form response is submitted
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered 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 the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
Get List of Answers
Get Specific Answer Information
Get List of Responses (Specify Response Period)
Get Form Questions
Update Form Title and Description
Update Question Titles and Descriptions
Create a new form
Update form visibility settings
Add a short/paragraph question (title and description)
Add a choice question (radio, checkbox, or dropdown)
Add a grid question (multiple-choice grid / checkbox grid)
Add a question title and description (Date/Time)
Add a question title and description (Linear scale)
Add a question title and description (Image + text)
Add a question title and description (Image + choice)
Add a question title and description (Choices with images)
Get Lead Record
Update Lead Record
When a form response is submitted
Get List of AnswersGet Specific Answer InformationGet List of Responses (Specify Response Period)Get Form QuestionsUpdate Form Title and DescriptionUpdate Question Titles and DescriptionsCreate a new formUpdate form visibility settingsAdd a short/paragraph question (title and description)Add a choice question (radio, checkbox, or dropdown)Add a grid question (multiple-choice grid / checkbox grid)Add a question title and description (Date/Time)Add a question title and description (Linear scale)Add a question title and description (Image + text)Add a question title and description (Image + choice)Add a question title and description (Choices with images)
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered 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 the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch 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 OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event 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 a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
