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Automate Operations Instantly!
With Yoom, anyone can easily integrate Salesforce and Sansan without any code! For example, when business card information is registered in Sansan, it can be linked to Salesforce. Start by trying out the convenient templates to integrate Salesforce and Sansan right away.
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Salesforce
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Sansan
Automate operations using it right away!
With Yoom, anyone can easily integrate Salesforce and Sansan without any code! For example, when business card information is registered in Sansan, it can be linked to Salesforce. Start by trying out the convenient templates to integrate Salesforce and Sansan right away.
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When business card information is registered in Sansan, it is registered as lead information in Salesforce.
This is a flow bot that links business card information registered in Sansan to Salesforce as a lead. It automatically links basic information such as name, address, contact details, and position from the business card information registered in Sansan to the lead object in Salesforce.‍
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When business card information is updated in Sansan, add it to Salesforce.
This is a flow to add business card information to Salesforce when it is updated in Sansan. By eliminating manual registration, it prevents human errors, maintains the accuracy of registration information, and enables efficient information management. Additionally, it is possible to filter whether to add information through branching.‍
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              How to integrate Sansan with Salesforce to add updated business card information from Sansan to Salesforce
              This article explains how to integrate Sansan with Salesforce so that when business card information is updated in Sansan, it is added to Salesforce. For those who regularly use Sansan and Salesforce, simply following the steps in this article allows 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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              Salesforce
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              Automate Your Everyday Tasks
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              Explore templates and apps to boost productivity!
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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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              Sansan
              Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
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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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              Sansan
              Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
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              How to integrate Google Chat with Salesforce to log activity history in Salesforce when a message is posted in Google Chat
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              How to integrate Bubble with Sansan and add information registered in Bubble to Sansan
              This article explains how to integrate Bubble with Sansan and add information registered in Bubble to Sansan. If you regularly use Bubble and Sansan, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
              How to integrate Apollo with Sansan to automatically register the latest data from Apollo into Sansan
              This article explains how to integrate Apollo with Sansan to automatically register data entered in Apollo into Sansan. If you regularly use Apollo and Sansan, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
              When a business card image is registered in Sansan, it is linked to Microsoft SharePoint.
              This article explains how to integrate Sansan with Microsoft SharePoint so that when a business card image is registered in Sansan, it is uploaded to Microsoft SharePoint. If you regularly use Sansan and Microsoft SharePoint, you can achieve integration and automation without any coding by simply following the steps outlined in this article.
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