Notify Google Chat when the Salesforce opportunity stage reaches the specified phase.

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  3. Notify Google Chat when the Salesforce opportunity stage reaches the specified phase.
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■Overview

This is a flow that notifies Google Chat when the Salesforce opportunity stage reaches a specified phase.

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■Recommended for

1. Those who utilize Salesforce for marketing

・Sales representatives using Salesforce

・Companies that have implemented Salesforce

‍

2. Those who use Google Chat regularly

・Team members using Google Chat

・Those who want to receive notifications on Google Chat and check Salesforce information

‍

■Benefits of using this template

Manually notifying Google Chat each time the Salesforce opportunity stage reaches a specific phase is very labor-intensive.
There is also a risk of missing notifications, and sometimes ongoing tasks have to be paused to respond, reducing work efficiency.

This template automatically notifies Google Chat when the Salesforce opportunity stage reaches the specified phase.
You can expect to reduce the hassle of notifications in Google Chat and prevent missed responses.

‍

■Notes

・Please integrate both Salesforce and Google Chat 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 of the configured flowbot 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.

・For instructions on setting up outbound messages in Salesforce, please refer to the link below.

https://intercom.help/yoom/ja/articles/9546117

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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.
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