Salesforce
 with
Sansan
 -
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.
Salesforce
Sansan
Salesforce
Sansan
Salesforce
 with
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.
API actions—no coding required!
Executable API actions
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 business card information is registered
    When business card information is updated
    When business card information is updated (including tag updates)
    When business card information is updated (including tag updates)
    コンタクト情報が登録・更新されたら
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 Business Card Information
    Register Business Card Data
    Register Business Card Image
    Retrieve Business Card Image
    Get Person Information
    Search Business Card Information
    List business cards
    コンタクト情報の一覧を取得
    Retrieve Business Cards (by Updated Date Range)
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 business card information is registered
    When business card information is updated
    When business card information is updated (including tag updates)
    When business card information is updated (including tag updates)
    コンタクト情報が登録・更新されたら
Flowbot actions
    Retrieve Business Card Information
    Register Business Card Data
    Register Business Card Image
    Retrieve Business Card Image
    Get Person Information
    Search Business Card Information
    List business cards
    コンタクト情報の一覧を取得
    Retrieve Business Cards (by Updated Date Range)
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.
Learn more about Yoom
Salesforce
 &
Sansan

Automate Your Everyday Tasks
Salesforce
 &
Sansan
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
Sansan
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.
see details
Templates


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

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.

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.

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.
Sansan
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.
Learn more
Sansan
Templates

When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.

This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.

When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
Integrate Any SaaS & AI Without Code
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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.
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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.
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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.
#
Video Production & Distribution
Boost Up Co., Ltd.
Digitizing tasks that used to be manual has reduced our workload significantly and made operations much easier.
#
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.
#
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.
Is there a support system?
Our customer success team will provide support via chat, email, etc. from time to time.
Q.
Do you have an agent/partner system?
We have implemented multiple partner systems. Please contact us using the form below.
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