When Salesforce opportunity information is registered, add a record to the kintone database.

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■Overview

‍This is a flow where a record is added to the kintone database when a new opportunity is registered in Salesforce.

You can freely configure the content of the records to be added to the kintone database.

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‍■Notes

・Please integrate both Salesforce and kintone with Yoom.

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

・For Free Plan and Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.

・Paid plans such as 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

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.

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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