■Overview
This is a flow bot that extracts information such as names and email addresses from the signature information of received emails using AI and registers it in the Salesforce lead object.
When an email is sent to the email address created with Yoom, the flow bot is activated. Please forward emails from Gmail or Outlook to the Yoom email address or add the Yoom email address to CC, etc., for use.
■Notes
・Feel free to change the information obtained from emails as needed.
・Integration settings between Salesforce and Yoom are required.
・Available with Yoom's Team Plan or higher.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
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