Integrate Salesforce opportunity information with Rakuraku Sales

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■Overview

This is a flow bot that can be launched from any Salesforce opportunity page to automatically link opportunity information to Raku-Raku Sales.

Please install the Chrome extension to use Yoom's Chrome extension.

It is possible to link opportunity information to Raku-Raku Sales with one click when a Salesforce opportunity is won, etc.‍

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■Notes

‍・Please link Yoom with both Salesforce and Raku-Raku Sales.

・Since the Chrome extension is used, it can only be used on Chrome. Please install the Chrome extension from here.

・Salesforce is an app that can only be used with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.

・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 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

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Rakuraku Sales

It is possible to automate various tasks by integrating with Raku-Raku Sales API without any code. You can automate the registration of information to Raku-Raku Sales or connect Raku-Raku Sales data to other SaaS tools.

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