When a form is submitted in Webflow, add it to Salesforce.

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■Overview

This is a flow that adds to Salesforce when a Webflow form is submitted.

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■Recommended for

1. Those managing sites using Webflow

・Companies utilizing forms to acquire inquiries and lead information

・Those who want to handle inquiries and leads quickly

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2. Those using Salesforce for business

・Those who want to automate the addition of form content to Salesforce

・Sales teams managing customer information centrally in Salesforce

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■Benefits of using this template

While you can check the content of forms submitted to Webflow from the dashboard or a specified email address, accessing them every time is inefficient.
Additionally, if you are manually adding form content to Salesforce, there is a concern about human errors such as incorrect entries or omissions.

This template allows you to automatically add the content of Webflow forms to Salesforce.
Since manual data entry is not required, data can be accurately reflected in Salesforce, making it easier to manage inquiries and lead information.

By integrating with a chat tool after the flow, it is possible to share information with specific members after reflecting inquiries and lead information.

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■Notes

・Please integrate both Webflow and Salesforce 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. You can use apps that are subject to restrictions during the free trial period.

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At Yoom, it is possible to integrate with Webflow's API without code and automate various tasks. You can automatically add new items to collections in Webflow's CMS or automate the updating of item information. Of course, it is also possible to publish the registered items.

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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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