When a response is submitted through the form, add a record to Salesforce and send a notification to Slack.

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  2. Salesforce
  3. When a response is submitted through the form, add a record to Salesforce and send a notification to Slack.
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■Overview‍

This is a flow where, when a new response is submitted via the Yoom form, the response content is added to a Salesforce record and a notification is sent to Slack.

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

Additionally, it is possible to change the data storage object to any object, such as an opportunity object or account object, for use.

‍

‍■Notes

‍・Please integrate Yoom with both Salesforce and Slack.

・Salesforce is an app that can only be used with the Team Plan or 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 cautious.

・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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