Notify Talknote when Salesforce opportunity information is registered.

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■Overview

‍This is a flow that notifies Talknote when new opportunity information is registered in Salesforce.

By integrating Salesforce with Talknote, you can automatically notify registered opportunity information to Talknote, eliminating any gaps or omissions in information management and improving work efficiency.

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‍■Notes

・Please integrate both Salesforce and Talknote 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 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

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

Templates using

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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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Slack