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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.
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Salesforce
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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.
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Automatically send a template email from Gmail using lead information from the Salesforce page.
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending a template email in Gmail. Feel free to modify the content of the template email as needed. You can also send attachments such as service documents.‍
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Send a template email from Gmail using the lead detail page in Salesforce.
Send a template email from Gmail using a specific lead detail page in Salesforce. Feel free to change the email content to any desired value. You can also freely set any attachments.‍
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Automatically register inquiry emails received in Gmail to Salesforce.
The workflow automatically registers inquiry emails received in Gmail to Salesforce. It eliminates manual input, improving operational efficiency and data accuracy.
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When a new lead is created in Salesforce, automatically send an email to the lead via Gmail.
This is a business workflow that automatically sends Gmail when a new lead is created in Salesforce. It reduces manual tasks and streamlines follow-ups.
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Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Outlook. This reduces the workload and allows for smoother customer approach and follow-up.
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Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.
The flow involves reading business card images received in Gmail using OCR, registering them as contacts in Salesforce, and sending a thank-you email via Gmail. This reduces the workload and allows for smoother customer approaches and follow-ups.
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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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              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.
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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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              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.
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              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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              How to add information to a Google Spreadsheet and schedule an event in Google Calendar when an interview is booked in Gmail
              This article explains how to integrate Gmail and Google Calendar so that when an interview appointment is made in Gmail, the information is added to a Google Spreadsheet and the event is added to Google Calendar. If you regularly use Gmail and Google Calendar, you can achieve integration and automation without any coding by simply following the steps in this article.
              How to Automatically Send Files Added to Google Drive via Gmail
              The article explains how to integrate Google Drive with Gmail to automatically send files added to Google Drive via Gmail. If you regularly use Google Drive and Gmail, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
              How to Send an Email with Gmail After Updating Information in Google Sheets
              This article explains how to integrate Google Sheets with Gmail so that when you update information in Google Sheets, it can be sent via Gmail. If you regularly use Google Sheets and Gmail, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
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