Salesforce
 with
Gmail
 -
Automate Operations Instantly!
With Yoom, anyone can easily integrate Salesforce and Gmail without any coding! For instance, when a new lead is created in Salesforce, you can automatically send an email to the lead via Gmail. Start by trying out the convenient templates to integrate Salesforce and Gmail right away.
Start Automating for Free!
Salesforce
Gmail
Salesforce
Gmail
Salesforce
 with
Gmail
Automate operations using it right away!
With Yoom, anyone can easily integrate Salesforce and Gmail without any coding! For instance, when a new lead is created in Salesforce, you can automatically send an email to the lead via Gmail. Start by trying out the convenient templates to integrate Salesforce and Gmail right away.
API actions—no coding required!
Executable API actions
All
 Salesforce
Salesforce
 Gmail
Gmail
Automation triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
    When an email matching specific keywords is received
    When an email with a specific label is received
Automation actions
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot actions
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot actions
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Tab 1
Tab 2
Tab 3
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.
Learn more about Yoom
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.
Learn more about Yoom
Salesforce
 &
Gmail

Automate Your Everyday Tasks
Salesforce
 &
Gmail
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
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
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
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Bigin by Zoho CRM
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Gmail
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates
Gmail
Activate the flow bot at the end of each month to send an email in Gmail.
Try it
See details Try it
Gmail
Activate the flow bot at the end of each month to send an email in Gmail.
Gmail
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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See details Try it
Gmail
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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Apps Script
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Salesforce
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
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Salesforce Notion
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
See details Try it
Salesforce Notion
Add lead information registered in Salesforce to Notion.
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21st Century AI Credit Screening Circuit
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Gmail
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Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
Learn more
Gmail
Templates
Gmail
Activate the flow bot at the end of each month to send an email in Gmail.
Try it
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
See details Try it
Gmail
Activate the flow bot at the end of each month to send an email in Gmail.
Gmail Notion
Add Gmail inbox content to Notion
Try it
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
See details Try it
Gmail Notion
Add Gmail inbox content to Notion
Gmail
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Try it
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
See details Try it
Gmail
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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Salesforce
 Blog Posts
[Easy Setup] How to Automatically Create Quotes Using Salesforce Data
Discover numerous ways to automate quote creation with Salesforce data! Boost your work efficiency with Outlook, chat, and storage integration. Experience the automation flow in as little as 30 seconds!
[Simple Setup] How to Automatically Create Contracts Using Salesforce Data
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.
[No Programming Required] How to Automatically Send and Forward Data in Outlook
"Sending data with Outlook is a hassle..." Solve this problem! Easily automate the sending of data from forms and chat tools, significantly boosting work efficiency. No programming required, and anyone can easily implement this flow creation method.
See more articles
Gmail
 Blog Posts
How to Automatically Send Emails with Gmail Using Mail Merge in Google Sheets
Learn how to connect Gmail and Google Sheets. In this article, we’ll show you a simple step-by-step guide on how to automatically send emails based on customer data managed in Google Sheets! This is a must-read for anyone looking to reduce routine tasks and save time in their daily workflow.
[Easy Setup] How to Automatically Notify GitLab Data
The method for automating the sending, forwarding, and notifying of GitLab data to chat tools and email tools is explained! This allows you to be informed of code changes and additions, helping to maintain an efficient development environment. Introduce automation to save yourself the hassle of manual work!
[Easy Setup] How to Automatically Notify You of YouTube Data
Would you like to automatically send YouTube data and reduce your workload? This is recommended for those who manually check the latest videos and share new ones! In this article, we explain how to automate using the no-code tool Yoom, complete with images. Streamline tedious tasks and make your work more efficient and comfortable.
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Integrate Any SaaS & AI Without Code
connected apps
Connected to
700+
Integrate with these apps—no coding required! Automate repetitive tasks effortlessly.
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Integrate Any SaaS & AI Without Code
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Get started in
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Trusted by Companies of All Types and Sizes

Many customers, regardless of industry type or size, continue to transform their operations with Yoom.

O: Co., Ltd.
Yoom has significantly streamlined our critical verification tasks and processes, reducing the workload by at least 50%. This has allowed us to work effectively and dedicate more time to essential tasks, resulting in higher overall productivity.
#
Tool Development & Operations
Mikata Co., Ltd.
After searching for a locally developed service with reliable customer support, we chose Yoom.
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Real Estate Client Follow-Up Services
Coconala Co., Ltd.
Although I've never written a program myself, creating workflows with no-code tools in Yoom was enjoyable, almost like playing a game.
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Skill Marketplace Management
OniGo Co., Ltd.
By integrating different SaaS tools through Yoom, we automated data updates and cut our workload by half.
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Grocery Delivery Service
BEENOS CO., LTD.
Thanks to Yoom, most of our tasks have been streamlined. Now, all we need to do is input information into the forms created with Yoom and upload files to complete the process.
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E-commerce
Ito Co., Ltd.
The biggest advantage has been to be able to instantly share information digitally.
#
Ceremonial Service
T.V.B Accounting Office
Tasks that used to take two to three days now take less than one day to complete after implementing Yoom.
#
Accounting Firm
FreeDIVE Co., Ltd.
The time saved by using Yoom has given us more opportunities to plan and execute new strategies, which we see as a major benefit.
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Mobile WiFi & Digital Solution Development
J-Stream Co., Ltd.
With Yoom, task status management became possible. Automated reminders and alerts are now sent in line with deadlines, significantly reducing the burden on team members.
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Video Production & Distribution
Boost Up Co., Ltd.
Digitizing tasks that used to be manual has reduced our workload significantly and made operations much easier.
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Fitness
Hiramatsu Construction Co., Ltd.
On a larger scale, if Yoom became more widespread, it could streamline operations for people across Japan, creating vast amounts of additional time.
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Construction
DD Group Co., Ltd.
Since adopting Yoom, our capabilities have increased, and we've received more inquiries from other departments asking, "Can we do this too?"
#
Foodservice & Amusement Business
FAQs
Q.
Can I use it even if I'm not an engineer?
It's possible. It has an intuitive GUI operation and can be easily configured without code.
Q.
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Our customer success team will provide support via chat, email, etc. from time to time.
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We have implemented multiple partner systems. Please contact us using the form below.
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Apps Pricing Blogs
Functions
App Integration Form AI-OCR Summarization Database Chrome Extension
Email Action Requests Data Management Data Conversion Browser Automation Documents
Templates
Database Flowbot
Terms of use Privacy Policy Security Policy
©️ Yoom Inc.