When posted on Google Chat, register the record in Salesforce.
When posted on Google Chat, register the record in Salesforce.
Launch this workflow to connect
Google Chat &
Salesforce
!
■Overview
This is a flow that registers messages posted on Google Chat as records in Salesforce.
■Recommended for
1. Sales teams and customer support teams using Salesforce
・Those who want to automatically record customer interactions and internal discussions on Google Chat in Salesforce
・Those who want to manage customer inquiries and feedback as cases or leads in Salesforce
・Those who want to reduce the manual effort of transferring information and improve operational efficiency
2. Salesforce administrators
・Those who want to strengthen the integration between Google Chat and Salesforce and make better use of Salesforce data
・Those who want to utilize Google Chat messages in Salesforce for data analysis and report creation
■Benefits of using this template
・It eliminates the need to manually transfer Google Chat messages to Salesforce, leading to significant time savings and improved operational efficiency.
・Recording interactions with customers in Salesforce makes it easier to refer to past histories, enabling more personalized responses.
■Notes
・Please integrate both Google Chat and Salesforce with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to this link. https://intercom.help/yoom/en/articles/6647336
・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 normally restricted.
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About the Apps
Templates using
Google Chat
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Salesforce
Templates using
Salesforce
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About the apps you use
Google Chat
Yoom allows you to utilize the Google Chat API without any coding. You can send notifications to Google Chat triggered by information from input forms or various events in other SaaS platforms.
see detailsTemplates
This is a flow that is triggered at the end of each month to send notifications to Google Chat. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to Google Sheets, or regular data backup processing.
Activate the flow bot at the end of each month to send a notification to Google Chat.
You can add content posted in a specific room on Google Chat to a Google Spreadsheet. Since the content posted on Google Chat can be automatically added to a Google Spreadsheet, you can improve work efficiency.
Add content posted in a specific room on Google Chat to a Google Spreadsheet
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
Create a system that adds the inquiry details entered in the form to a Google Spreadsheet and simultaneously notifies Google Chat. You can automate information management by adding the form contents to a designated Google Spreadsheet that you regularly use. Additionally, by notifying Google Chat of the responses to the form and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
Add the content submitted in the form to a Google Spreadsheet, then send a notification to Google Chat.
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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When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a message is sent to a space
When a message with a mention to the bot is sent
When a file is posted to a space
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
Flowbot operations
Send message
Delete space
Create space
Invite members to space
Remove member from space
Invite group to space
Change member role in space
Send message to thread
Reply with quoted message
Update space
Create a direct message space
Send a message with attachments
Upload attachment
Download file
Get messages
Get Lead records
Update Lead Records
Create Lead Record
Flowbot triggers
When a message is sent to a spaceWhen a message with a mention to the bot is sentWhen a file is posted to a space
Flowbot operations
Send messageDelete spaceCreate spaceInvite members to spaceRemove member from spaceInvite group to spaceChange member role in spaceSend message to threadReply with quoted messageUpdate spaceCreate a direct message spaceSend a message with attachmentsUpload attachmentDownload fileGet messages
Flowbot triggers
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content Document IDs Associated with a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch records using SOQLMore inspiration for you
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