When a record in the Salesforce lead object matches the conditions, send an SMS using SMSLINK.

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■Overview

This is a flow that sends SMS via SMSLINK when a record in the Salesforce lead object matches certain conditions.

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■Recommended for

1. Sales and marketing personnel using Salesforce

・Those who want to efficiently approach leads that meet specific conditions by automatically sending SMS

・Those who want to reduce the hassle of manual SMS sending and improve the response speed to leads

・Those who want to centrally manage Salesforce lead information and SMS sending history

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2. Companies looking to enhance communication with customers

・Those who want to increase touchpoints with customers and enhance engagement

・Those who want to send personalized SMS based on customer behavior and attributes

・Those who want to utilize SMS for lead nurturing and improving customer satisfaction

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■Benefits of using this template

Salesforce is a very powerful tool for customer management, but timely communication in the process from lead acquisition to conversion is essential for improving the closing rate. However, the task of sending SMS at the right time based on lead information is burdensome if done manually, and there is a risk of missing responses.

By utilizing this flow, SMS is automatically sent according to changes in lead status, so there is no need for personnel to perform manual sending tasks, significantly improving operational efficiency and reducing the risk of human error.

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■Notes

・Please integrate both Salesforce and SMSLINK 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 flow bot you have set 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.

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About the Apps You Use

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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Salesforce

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SMS Link

Yoom allows seamless integration with the SMSLINK API without any coding. For example, it enables the automatic distribution of SMS to recipients registered in the database or management system within Yoom.

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SMS Link

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