Salesforce
 with
Chatwork
 -
Automate Operations Instantly!
With Yoom, anyone can easily integrate Salesforce and Chatwork without any code! For example, you can receive an outbound message in Salesforce and get notified in Chatwork. Start by trying out the convenient templates to integrate Salesforce and Chatwork right away.
Salesforce
with
Chatwork
Automate operations using it right away!
With Yoom, anyone can easily integrate Salesforce and Chatwork without any code! For example, you can receive an outbound message in Salesforce and get notified in Chatwork. Start by trying out the convenient templates to integrate Salesforce and Chatwork right away.
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Chatwork
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Get Salesforce reports daily and notify in Chatwork.
A flow that retrieves Salesforce reports daily and automatically notifies Chatwork. This allows for quick decision-making based on the latest data, improving team performance. It also enhances operational efficiency by eliminating the need to manually retrieve and share reports.‍
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Read business card data using OCR, store it in Salesforce, and notify via Chatwork.
When you submit business card data through the form, AI automatically reads the information from the business card, stores it in the Salesforce database, and sends a notification to Chatwork. You can also take a picture of the business card with your smartphone and upload it directly from your smartphone to the form.‍
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When the opportunity stage in Salesforce reaches the specified phase, send a notification to Chatwork.
When an outbound message is received in Salesforce, this flow notifies a Chatwork room. By automating the notification to Chatwork each time an outbound message is received, you can improve work efficiency by eliminating the need for manual notifications.
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Notify Chatwork when a new lead is registered in Salesforce.
When a new lead is registered in Salesforce, a notification will be sent to the specified Chatwork chat room. It is possible to include the lead's information (such as name and contact details) in the message.
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Generate a quote from Salesforce opportunity information and send the file to Chatwork
This is a flow for issuing a quotation from the Salesforce opportunity page based on a Microsoft Excel template and sending the file to Chatwork. The created document file can be sent via email or any chat tool such as Slack or Google Chat. Additionally, by using a trigger with a Chrome extension, you can directly activate the trigger from within Salesforce.
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Notify Chatwork when the opportunity stage in Salesforce is completed.
This is a flow that sends a notification to Chatwork when the opportunity stage in Salesforce is set to Closed Won.
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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.
              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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              Salesforce
               &
              Chatwork

              Automate Your Everyday Tasks
              Salesforce
              with
              Chatwork
              Let's automate our daily work by linking
              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.
              see details
              templates
              Chatwork
              Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.
              see details
              templates
              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.
              Learn more
              Salesforce
              Templates
              Similar apps
              Chatwork
              Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.
              Learn more
              Chatwork
              Templates
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