Add a lead to Salesforce when an appointment is registered in TimeRex.

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■Overview

This is a flow that adds a lead to Salesforce when a schedule is registered in TimeRex.

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■Recommended for

1. Those who need to frequently engage in sales activities

Sales managers and sales representatives
Business development personnel
Customer relationship managers

2. Those who want to reduce manual lead entry work and automate the process

Owners of small and medium-sized enterprises aiming for operational efficiency
Business analysts interested in sales process automation

3. Those who regularly use TimeRex and Salesforce

Sales representatives managing appointments with clients using TimeRex
Personnel managing leads and sales processes using Salesforce

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■Benefits of using this template

・Automation reduces data entry errors, ensuring accurate lead information is registered in Salesforce.

・Lead information is reflected in Salesforce simultaneously with schedule registration in TimeRex, enabling real-time lead tracking.

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■Notes

‍・Please integrate both TimeRex and Salesforce 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, operations and data connections set in the flow bot will result in errors, so please be aware.

・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 normally restricted.

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About the Apps You Use

TimeRex

Yoom allows integration with TimeRex's API without any coding. For example, when an event is registered in the TimeRex calendar, you can send notifications to chat tools like Slack or Chatwork, or automatically update information in CRM tools like Salesforce or Hubspot.

Related apps

TimeRex

Templates using

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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.

Related apps

Salesforce