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Automate operations using it right away!
With Yoom, anyone can easily integrate Salesforce and Asana without any code! For example, you can add a task to Asana when an opportunity is registered in Salesforce. Start by trying out the convenient templates to integrate Salesforce and Asana right away.
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Add a task to Asana when an opportunity is registered in Salesforce.
When new opportunity information is registered in Salesforce, this flow adds a task to Asana. The content of the task added to Asana can be freely set.‍
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Automatically register new Salesforce opportunity information as a project in Asana.
When a new opportunity arises in Salesforce, this business workflow automatically registers that information as a project in Asana. It eliminates the hassle of manual data entry and supports team collaboration and productivity improvement.
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Automatically register new lead information from Salesforce as a task in Asana.
This is a business workflow that automatically registers new lead information from Salesforce as tasks in Asana. By reducing manual data transfer and streamlining task management, it accelerates the sales process.
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Reflect the completion status of Asana tasks in Salesforce.
This is a business workflow that automatically reflects task completion in Asana to Salesforce. It reduces manual input and enables quick progress management.
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              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.
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              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.
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              Explore templates and apps to boost productivity!
              Here are templates and related apps that are useful for improving work efficiency!
              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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              With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
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              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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              With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
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              How to Add Lead Information from Meta Ads (Facebook) to Salesforce
              This article explains how to integrate Meta Ads (Facebook) with Salesforce so that when lead information is registered in Meta Ads (Facebook), it is also added to Salesforce. For those who regularly use Meta Ads (Facebook) and Salesforce, simply follow the steps in this article to achieve integration and automation without any coding.
              [Easy Setup] How to Automatically Create Quotes Using Salesforce Data
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              Let's automate contract creation using Salesforce data! This is recommended for those who find manual entry and large amounts of data writing challenging. In this article, we explain the automation method using the no-code tool Yoom, complete with images. Streamline tedious tasks and make your work more efficient and comfortable.
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              [No Code Required!] For Efficient Task Management, We Recommend Integrating Asana with Gmail!
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