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Microsoft Outlook
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Salesforce
Automate operations using it right away!
With Yoom, anyone can easily integrate Outlook and Salesforce without any code! For example, you can send emails from Outlook directly from the lead detail page in Salesforce. Start by trying out the convenient templates to integrate Outlook and Salesforce right away.
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Send a template email in Outlook based on Salesforce contact information
This is a flow for sending template emails in Outlook based on Salesforce contact information. It eliminates the need for manual sending tasks, significantly improves operational efficiency, reduces human errors, and enables more courteous and accurate customer service.
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Send a template email from Outlook using the lead detail page in Salesforce.
Send a template email from Outlook from a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set attachments and other options.
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Register a meeting schedule with a customer from Salesforce to Google Calendar and send the meeting URL via Outlook.
This is a flow to register a meeting schedule with a customer from Salesforce to Google Calendar and send the meeting URL via Outlook. It is possible to automate the registration of meeting schedules and reminders to customers starting from the record registration in Salesforce.
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Outlookで受け取ったアンケート結果をSalesforceに格納する
Outlookで受け取ったアンケート結果をSalesforceに格納するフローです。このフローを利用すると、情報転記作業が不要になるため、業務効率化につながります。作業時間が短縮されるため、他の業務に時間を充てることができ、生産性向上につながります。
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Create a payment link from Salesforce for Stripe and send it via Outlook
This is a flow for creating a payment link in Stripe from Salesforce and sending it via Outlook. The link creation and email sending are automatically completed from the record detail page of the custom object, which helps reduce the burden on the person in charge and prevents human errors.
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Register a meeting with a customer in Google Calendar based on Salesforce information and send the meeting URL via Outlook.
This flow registers scheduled meetings with customers from Salesforce to Google Calendar and sends the meeting URL via Outlook. By using this flow, the process from creating meetings to sending emails is automated, thus streamlining administrative tasks.
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              How to integrate Salesforce, Zoom, and Outlook to create a meeting in Zoom after registering a lead in Salesforce and send the meeting information via Outlook
              This article explains how to integrate Salesforce, Zoom, and Outlook to automatically create a Zoom meeting when a lead is registered in Salesforce and send the meeting information to the recipient via Outlook. If you regularly use Salesforce, Zoom, and Outlook, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
              How to schedule a meeting with a customer in Google Calendar based on Salesforce information and send the meeting URL via Outlook
              This explains how to integrate Salesforce, Google Calendar, and Outlook to schedule meetings with clients based on Salesforce information, register them in Google Calendar, and send the meeting URL via Outlook. If you regularly use Salesforce, Google Calendar, and Outlook, you can achieve integration and automation without any coding by following the steps in this article.
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              Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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              Microsoft Outlook
              Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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              Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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              How to integrate Outlook with Microsoft SharePoint and upload files received in Outlook to Microsoft SharePoint
              This article explains how to integrate Outlook with Microsoft SharePoint to upload files received in Outlook to Microsoft SharePoint. If you regularly use Outlook and Microsoft SharePoint, you can achieve integration and automation without any coding by simply following the steps in this article.
              How to create a meeting in Zoom and send meeting information via Outlook after registering a lead in Google Sheets
              This article explains how to integrate Google Sheets, Zoom, and Outlook so that when a lead is registered in Google Sheets, a meeting is created in Zoom and the meeting information is sent to the other party via Outlook. If you regularly use Google Sheets, Zoom, and Outlook, you can achieve integration and automation without any coding by simply following the steps in this article.
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              This article explains how to integrate Google Workspace with Outlook so that when an employee is added to Google Workspace, an automatic notification is sent in Outlook. If you regularly use Google Workspace and Outlook, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
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