When a response is submitted through the form, add a record to Salesforce.

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■Overview

This is a flow that adds the response content to a Salesforce record when a response is submitted via the Yoom form.

It can be used when you want to register user information submitted from an inquiry form as a lead.

Additionally, you can change the data storage object to any object, such as the Opportunity object or Account object, for use.‍

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■Notes

・Please integrate Salesforce with Yoom.

・Salesforce is an app that can only be used 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 2-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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Salesforce