Salesforce & Zendesk
Automate your workflow instantly!
With Yoom, anyone can easily integrate Salesforce and Zendesk without any code! For example, you can link a ticket created in Zendesk to Salesforce. Start by trying out the convenient templates to integrate Salesforce and Zendesk right away.
Salesforce
Zendesk
Salesforce
Zendesk
Salesforce & Zendesk
Automate your workflow instantly!
With Yoom, anyone can easily integrate Salesforce and Zendesk without any code! For example, you can link a ticket created in Zendesk to Salesforce. Start by trying out the convenient templates to integrate Salesforce and Zendesk right away.
No-Code API Actions
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 a calendar event is created
  • When a calendar event is updated
  • When a calendar event is deleted
  • When a new ticket is created
  • When a ticket is updated
  • When a tag is added to a ticket
  • When a user is created
  • When an organization is created
  • When a comment is added to a ticket
Automation operations
  • Get Lead records
  • Update Lead Records
  • Create Lead Record
  • Search Lead Records
  • Get Latest Lead Record
  • Get Account records
  • Update Account records
  • Create Account Record
  • Search Account Records
  • Get Opportunity Record
  • Update Opportunity records
  • Create Opportunity Record
  • Search Opportunity Records
  • Get Contact Record
  • Update Contact records
  • Create Contact Records
  • 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 Record
  • Log Activity on Contact
  • Create To-Do on Lead
  • Create ToDo on Account Object
  • Create Task on Opportunity
  • Create Task on Contact
  • Log Activity 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 Person
  • Add Email Message to Custom Object
  • Log Activity on a Custom Object
  • Create To-Do on a Custom Object
  • Log Activity on Custom Object
  • Get Content Document IDs Associated with a Record
  • Get Latest Content Version ID
  • Download Files
  • Get Contract Record
  • Update Contract records
  • Create Contract Object 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
  • Get File Name
  • Get Email Messages
  • Search records using SOQL
  • List open ticket IDs
  • Create ticket
  • Get ticket information
  • Update ticket status
  • List agents
  • Create ticket (specify requester)
  • Upload file
  • Attach file to ticket comment
  • Get user information
  • Add comment to existing ticket
  • Search tickets (subject partial match)
  • Create user
  • Search pending tickets
  • Update and add user information
  • List tickets
  • Search tickets (status match)
  • List ticket comments
  • Add tags
  • Search tickets (filter by created/updated date)
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
  • When a calendar event is created
  • When a calendar event is updated
  • When a calendar event is deleted
Flowbot actions
  • Get Lead records
  • Update Lead Records
  • Create Lead Record
  • Search Lead Records
  • Get Latest Lead Record
  • Get Account records
  • Update Account records
  • Create Account Record
  • Search Account Records
  • Get Opportunity Record
  • Update Opportunity records
  • Create Opportunity Record
  • Search Opportunity Records
  • Get Contact Record
  • Update Contact records
  • Create Contact Records
  • 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 Record
  • Log Activity on Contact
  • Create To-Do on Lead
  • Create ToDo on Account Object
  • Create Task on Opportunity
  • Create Task on Contact
  • Log Activity 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 Person
  • Add Email Message to Custom Object
  • Log Activity on a Custom Object
  • Create To-Do on a Custom Object
  • Log Activity on Custom Object
  • Get Content Document IDs Associated with a Record
  • Get Latest Content Version ID
  • Download Files
  • Get Contract Record
  • Update Contract records
  • Create Contract Object 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
  • Get File Name
  • Get Email Messages
  • Search records using SOQL
Flowbot triggers
  • When a new ticket is created
  • When a ticket is updated
  • When a tag is added to a ticket
  • When a user is created
  • When an organization is created
  • When a comment is added to a ticket
Flowbot actions
  • List open ticket IDs
  • Create ticket
  • Get ticket information
  • Update ticket status
  • List agents
  • Create ticket (specify requester)
  • Upload file
  • Attach file to ticket comment
  • Get user information
  • Add comment to existing ticket
  • Search tickets (subject partial match)
  • Create user
  • Search pending tickets
  • Update and add user information
  • List tickets
  • Search tickets (status match)
  • List ticket comments
  • Add tags
  • Search tickets (filter by created/updated date)
Salesforce
 &
Zendesk

Automate Your Everyday Tasks
Salesforce
 &
Zendesk
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.
Explore apps
templates
Zendesk
Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
Explore apps
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.
Explore apps
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.
Zendesk
Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
Explore apps
Zendesk
templates

Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.‍

This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.

This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
Explore more with Salesforce
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Explore more with Zendesk
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Many customers, regardless of industry type or size, continue to transform their operations with Yoom.

J-Stream Co., Ltd.
With Yoom, task status management became possible. Automated reminders and real-time alerts are now sent in line with deadlines, significantly reducing the burden on team members.
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Video Production & Distribution
O: Co., Ltd.
Yoom has transformed our critical verification processes, reducing the workload by at least 50%. This has allowed us to focus on essential tasks, resulting in higher overall productivity.
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Tool Development & Operations
OniGo Co., Ltd.
By integrating different SaaS tools through Yoom, we've automated data updates and cut our total workload by half.
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Grocery Delivery Service
T.V.B Accounting Office
Tasks that used to take two to three days now take less than one day to complete with Yoom.
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Accounting Firm
Coconala Co., Ltd.
Although I've never done coding, creating workflows with Yoom's no-code tools was enjoyable, almost like playing a game.
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Skill Marketplace Management
DD Group Co., Ltd.
Since adopting Yoom, our team's capabilities have expanded, and we've received more inquiries from other departments asking, "Can we automate this too?"
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Foodservice & Amusement Business
FreeDIVE Co., Ltd.
The time saved 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
Ito Co., Ltd.
The biggest benefit has been to instantly share information digitally.
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Ceremonial Services
BEENOS CO., LTD.
Thanks to Yoom, most of our tasks are now streamlined. Now, all we need to do is input information into the Yoom forms and upload files, and the rest of the workflow is handled automatically.
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E-commerce
Boost Up Co., Ltd.
Digitizing manual tasks has reduced our workload significantly and made our daily operations much easier.
#
Fitness
Mikata Co., Ltd.
After searching for a service with reliable customer support, we chose Yoom.
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Real Estate Client Follow-Up Services
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