Send a template email with Yoom from the lead detail page in Salesforce

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■Overview

This is a flow for sending template emails with Yoom from the lead detail page in Salesforce.

You can freely customize the recipient's address, sender's name, subject, and the body of the template email.

Additionally, by using a Chrome extension trigger, you can directly activate the trigger from within Salesforce.‍

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■Notes

・Please integrate Salesforce with Yoom.

・Since it uses a Chrome extension, it is only available on Chrome.

・Salesforce is an app available only with the Team Plan and 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 and Success Plan offer a two-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.

Related apps

Salesforce