■Overview
This is a flow where a contract is sent via CloudSign when the Salesforce opportunity stage reaches a specified phase.
■Recommended for
1. Those responsible for customer management using Salesforce
・Sales teams handling interactions with customers
・Customer service representatives handling inquiries from customers
・Marketing teams making proposals to customers using Salesforce
2. Those handling contract operations using CloudSign
・HR recruiters and administrative staff
・Corporate legal personnel
■Benefits of using this template
When using Salesforce, there are cases where tasks arise at specific opportunity stages.
If you manage a large number of customers in Salesforce, you might feel that checking the target phase and subsequent tasks take up time, hindering the progress of other tasks.
This template allows you to automate the creation and sending of contracts via CloudSign when the Salesforce opportunity stage reaches a specified phase.
By reducing the effort of creating and sending contracts with CloudSign, you can not only check specific phases but also streamline subsequent tasks.
It also prevents human errors in contract creation and sending, allowing for smooth business operations.
■Notes
・Please integrate both Salesforce and CloudSign with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on a Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be cautious.
・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 typically restricted.
・For instructions on setting up outbound messages in Salesforce, please refer to the link below.
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