When Salesforce opportunity information is registered, add a task to Backlog and notify in Talknote.

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■Overview

This is a flow where a task is added to Backlog and a notification is sent to Talknote when new opportunity information is registered in Salesforce.

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

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■Notes

・Please integrate each of Salesforce, Backlog, and Talknote with Yoom.

・Salesforce is an app that can only be used with the Team Plan and Success Plan.

・If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set 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

Backlog

Yoom allows you to integrate with Backlog's API without any code, enabling the automation of various tasks. You can automatically add issues or comments to Backlog and easily connect information from Backlog with various SaaS platforms such as kintone, Google Sheets, and Salesforce. Additionally, you can automatically sync Backlog's project and issue information to Yoom's database for use in various applications.

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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

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Talknote

Yoom allows you to integrate with Talknote's API without any code, automating operations in Talknote. For example, you can notify messages to a Talknote thread or automatically post to a Talknote note when an email is received or an event occurs in another service.

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