■Overview
This is a flow for sending template emails via Gmail based on Salesforce contact information.
■Recommended for
1. Sales and marketing personnel using Salesforce
・Those who want to reduce the hassle of manual email sending and improve response speed to customers
・Those who want to centrally manage Salesforce contact information and email sending history
・Those who want to send personalized emails according to customer behavior and attributes
2. Companies looking to strengthen communication with customers
・Those who want to increase touchpoints with customers and enhance engagement
・Those who want to utilize Gmail for lead nurturing and improving customer satisfaction
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but regular communication is essential for building good relationships with contacts.
By utilizing this flow, template emails are automatically sent from Gmail in response to contact events, significantly improving work efficiency as there is no need for manual sending by personnel. It also reduces the risk of human error, enabling more careful and accurate customer interactions.
■Notes
・Please integrate both Salesforce and Gmail 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 set in the flow bot will result in errors, so please be aware.
・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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