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With Yoom, anyone can easily integrate Salesforce with CollaboFlow without any code! For example, once approval is completed in CollaboFlow, you can update records in Salesforce. Start by trying out the convenient templates to integrate Salesforce and CollaboFlow right away.
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When approval is completed in CollaboFlow, update the record in Salesforce.
When approval is completed in CollaboFlow, this flow updates the Salesforce record. By using the completion of approval in CollaboFlow as a trigger to automatically update the Salesforce record, the effort required for manual updates is eliminated, significantly improving operational efficiency.
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When a request is approved in Collaboflow, add a Todo in Salesforce.
When a request is approved in CollaboFlow, this flow adds a Todo to Salesforce. By using this flow, you can automatically add approved request details. It is recommended for those who want to improve productivity by reducing working time.
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              How to integrate Collaboflow with Salesforce to create a Todo in Salesforce when a request is approved in Collaboflow
              This article explains how to integrate CollaboFlow with Salesforce so that when a request is approved in CollaboFlow, a Todo is created in Salesforce. For those who regularly use CollaboFlow and Salesforce, simply following the steps in this article will enable anyone to achieve integration and automation without any coding.
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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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              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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              CollaboFlow
              Yoom allows you to integrate with the CollaboFlow API without code, enabling the automation of various tasks. For example, it can automatically submit applications in CollaboFlow and automate the creation of forms. Additionally, it can send notifications to Slack or Chatwork triggered by the approval of applications in CollaboFlow.
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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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              CollaboFlow
              Yoom allows you to integrate with the CollaboFlow API without code, enabling the automation of various tasks. For example, it can automatically submit applications in CollaboFlow and automate the creation of forms. Additionally, it can send notifications to Slack or Chatwork triggered by the approval of applications in CollaboFlow.
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              Blog Posts
              How to integrate Google Chat with Salesforce to log activity history in Salesforce when a message is posted in Google Chat
              This article explains how to integrate Google Chat with Salesforce to log activity history in Salesforce whenever a message is posted in Google Chat. If you regularly use Google Chat and Salesforce, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
              How to integrate B-Cart with Salesforce to automatically add orders from B-Cart to Salesforce when an order is placed
              This explains how to integrate B-Cart with Salesforce so that when an order is placed in B-Cart, it is automatically added to Salesforce. For those who regularly use B-Cart and Salesforce, simply follow the steps in this article to achieve integration and automation without any coding.
              How to integrate Bubble with Salesforce to add information registered in Bubble to Salesforce
              This explains how to integrate Bubble with Salesforce and add information registered in Bubble to Salesforce. For those who regularly use Bubble and Salesforce, simply follow the steps in this article to achieve integration and automation without any code.
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              CollaboFlow
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              How to integrate CollaboFlow with Money Forward Cloud Debt Payment and register in Money Forward Cloud Debt Payment when a joining application is approved in CollaboFlow.
              This explains how to integrate CollaboFlow with Money Forward Cloud Debt Payment so that when an employment application is approved in CollaboFlow, it is registered in Money Forward Cloud Debt Payment. If you regularly use CollaboFlow and Money Forward Cloud Debt Payment, you can achieve integration and automation without any coding by simply following the steps in this article.
              Integrate CollaboFlow with CloudSign to send contracts via CloudSign once a request is approved in CollaboFlow.
              The method for integrating CollaboFlow and CloudSign is explained, where a contract is sent via CloudSign once a request is approved in CollaboFlow. For those who regularly use CollaboFlow and CloudSign, simply following the steps in this article allows anyone to achieve integration and automation without any coding.
              How to update employee information in Josis when a request is approved in CollaboFlow by integrating CollaboFlow and Josis
              This article explains how to integrate CollaboFlow and Jor-Sys to update employee information in Jor-Sys when a request is approved in CollaboFlow. If you regularly use CollaboFlow and Jor-Sys, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
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