■Overview
This is a flow for sending template emails via Outlook based on Salesforce contact information.
■Recommended for
1. Sales and marketing professionals 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
2. Companies looking to strengthen communication with customers
・Those who want to increase touchpoints with customers and enhance engagement
・Those who want to utilize Outlook 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 using this flow, template emails can be automatically sent from Outlook based on contact information, eliminating the need for manual sending by staff, greatly improving operational efficiency, reducing human error, and enabling more courteous and accurate customer service.
■Notes
・Please integrate both Salesforce and Outlook 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 for the flow bot 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 normally restricted.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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