Add a task to Jooto when opportunity information is registered in Salesforce.

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  3. Add a task to Jooto when opportunity information is registered in Salesforce.
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■Overview‍

This is a flow that adds a task to Jooto when new opportunity information is registered in Salesforce.

By integrating Salesforce and Jooto, you can automatically notify Jooto of registered opportunity information, eliminating any gaps or omissions in information management and improving operational efficiency. ‍

‍

■Notes‍

・Please integrate both Salesforce and Jooto 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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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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