Send a template email via SMSLINK using Salesforce contact information.

No items found.

■Overview

This is a flow for sending template emails via SMSLINK based on Salesforce contact information.

■Recommended for

1. Sales and marketing personnel using Salesforce

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

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

・Those who want to send personalized SMS based on 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 SMS to improve customer satisfaction and promote repeat business

■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. However, sending template emails via SMSLINK based on contact information can be burdensome if done manually, with risks of missed responses and sending errors.

By utilizing this flow, template emails can be automatically sent from SMSLINK according to contact events, eliminating the need for manual input by personnel and significantly improving work efficiency.

■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 configured 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 subject to restrictions.

How to request materials and apply for a demo
Here
More flowbot templates
Here are some Similar Templates!
Record new lead information registered in Salesforce into a Google Spreadsheet.
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.
When a new lead is registered in Salesforce, register it in kintone.
When a new lead is registered in Salesforce, a new record is created in kintone. Data can be automatically transferred without accessing the destination database like kintone.
When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
When a record is registered in a Salesforce custom object, add it to Google Sheets.
This is a flow that adds a record to a Google Sheets database when a record is registered in a Salesforce custom object. The person in charge of the task does not need to manually transfer the data, significantly improving work efficiency and reducing the risk of human error.
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
When the Salesforce opportunity stage reaches the specified phase, send the contract via Docusign.
When the Salesforce opportunity stage reaches the specified phase, you can send contracts via Docusign. By automating the creation and sending of contracts, you can prevent omissions in contract-related tasks and significantly reduce the time spent on verification work.
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Salesforce
Salesforce
 Templates using
SMS Link
SMS Link
Templates using
Related apps
No items found.
Templates using
No items found.
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.
see details
templates
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.
see details
templates
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  See Details