When a record is created in a Salesforce custom object, create a project in freee Time Tracking.

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■Overview

This is a flow that creates a project in freee Time Tracking when a record is created in a Salesforce custom object.

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■Recommended for

1. Those who use Salesforce for sales activities and project management

Sales representatives and sales managers
Project managers
Business analysts

2. Those who want to streamline project progress management

Project Management Office (PMO) staff
Freelance project managers
Team leaders who want to grasp the progress of work in real-time

3. Those who manage project time tracking using freee Time Tracking

Personnel who want to streamline time tracking and project management
Owners of small and medium-sized enterprises that have implemented freee Time Tracking

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■Benefits of using this template

・Eliminates the need for manual data entry and updates, significantly reducing the effort of management tasks and improving operational efficiency while minimizing the risk of human error.

・Project information is centrally managed, eliminating the hassle of manual input.

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■Notes

‍・Please integrate both Salesforce and freee Time Tracking 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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At Yoom, you can utilize the freee HR labor API without any coding. It is possible to automatically create a freee HR labor account for new employees upon joining and retrieve employee attendance information via the API. Additionally, you can synchronize freee HR labor information with Yoom's database for various purposes.

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