When a record is registered in the Salesforce lead object, send an SMS using SMSLINK.

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■Overview

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

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■Recommended for‍

1. Sales and marketing personnel using Salesforce

・Those who want to automate SMS sending immediately after acquiring new leads to streamline lead nurturing

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

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

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2. Companies that want to strengthen communication with customers

・Those who want to increase contact points with customers and enhance engagement

・Those who want to utilize SMS to improve lead nurturing and 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 conversion rates. However, the task of sending SMS at the appropriate timing based on lead information is burdensome if done manually and poses the risk of missed responses.

By utilizing this flow, SMS is automatically sent simultaneously with lead acquisition, eliminating the need for manual sending tasks, significantly improving work 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 two-week free trial. During the free trial, you can use the 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.

Related apps

SMS Link

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