When a new lead is registered in Salesforce, register it in kintone and notify Slack.

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■Overview

‍This is a flow where a new record is registered in the kintone when a new record is added to the Salesforce lead object, and a notification is sent to Slack.

By integrating Salesforce, kintone, and Slack, you can save the hassle of operating individual apps and repeatedly entering data, allowing you to proceed with your work smoothly. Automatic record registration in kintone and notifications to Slack help prevent any omissions or leaks in information management.

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‍■Notes

‍・Please integrate each of Salesforce, kintone, and Slack with Yoom.

・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 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.

Related apps

Salesforce

Templates using

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kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

Related apps

kintone

Templates using

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Slack

Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.

Related apps

Slack