Add a record to Google Sheets when an opportunity is registered in Salesforce.

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  3. Add a record to Google Sheets when an opportunity is registered in Salesforce.
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■Overview‍

This is a flow where when opportunity information is registered in Salesforce, it is added to a Google Spreadsheet.

The content of the tasks added to the Google Spreadsheet can be freely customized.
‍

■Notes‍

・Please integrate both Salesforce and Google Spreadsheet with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan.

・For Free Plan and Mini Plan users, operations and data connections set in Flowbot will result in errors, so please be aware.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

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About the Apps You Use
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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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関連したテンプレートをすべて見る
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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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