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

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  2. Salesforce
  3. When a new lead is registered in Salesforce, register it in kintone and notify Talknote.
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■Overview

‍This is a flow where a new record registered in the Salesforce lead object is also registered in kintone and a notification is sent to Talknote.

By integrating Salesforce, kintone, and Talknote, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing you to proceed with your work smoothly. Records are automatically registered in kintone and notifications are sent to Talknote, preventing any omissions or leaks in information management.

‍

‍■Notes

‍・Please integrate each of Salesforce, kintone, and Talknote 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 the flow bot will result in errors, so please be cautious.

・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.
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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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