When posted on Google Chat, update the Salesforce record.

  1. Apps
  2. Google Chat
  3. When posted on Google Chat, update the Salesforce record.
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■Overview

This is a flow that updates Salesforce records with messages posted on Google Chat.

‍

■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 data entry and improve operational efficiency

‍

2. Salesforce administrators

・Those who want to strengthen the integration between Google Chat and Salesforce and make more effective use of Salesforce data

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■Benefits of using this template

・By integrating Google Chat and Salesforce, you can contribute to the efficiency of customer service operations and sales activities, as well as centralized information management.

・It can help improve customer satisfaction and sales activities.

‍

■Notes

・Please integrate both Google Chat and Salesforce with Yoom.

・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as 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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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.
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