Slack
 with
Salesforce
 -
Automate Operations Instantly!
With Yoom, anyone can easily integrate Slack and Salesforce without any code! For example, you can get notifications in Slack whenever a new lead is registered in Salesforce. Start by trying out the convenient templates to integrate Slack and Salesforce right away.
Slack
with
Salesforce
Automate operations using it right away!
With Yoom, anyone can easily integrate Slack and Salesforce without any code! For example, you can get notifications in Slack whenever a new lead is registered in Salesforce. Start by trying out the convenient templates to integrate Slack and Salesforce right away.
Slack
 with
Salesforce
Connect Instantly!
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Slack
&
Salesforce
are ready to use!
Automate tasks instantly—just copy the template!
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Templates are available,
You can automate tasks right away by simply copying the template.
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When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
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When a response is submitted through the form, add a record to Salesforce and send a notification to Slack.
When a new response is submitted through the Yoom form, this flow adds the response content to a Salesforce record and sends a notification to Slack. It can be used when you want to register user information submitted through an inquiry form as a lead. Additionally, you can change the data storage object to any object, such as an Opportunity object or an Account object, for use.‍
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Create reports in Excel from Salesforce opportunity information.
From the Salesforce opportunity page, a Chrome extension can be used to create a custom form PDF based on an Excel template and send the file to Slack. It is possible to create documents such as quotes and invoices using the product information linked to the opportunity. The created document files can be sent via email or through any chat tool like Slack, Teams, or Chatwork.‍
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When a ToDo object is registered in Salesforce, create a channel in Slack and invite members.
When a ToDo object is registered in Salesforce, this flow integrates with Slack to create a channel and invite members. By automating this series of actions and eliminating manual work, it helps prevent operational oversights and leads to improved business efficiency.
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Get the Salesforce report every day and notify on Slack.
This is a flow that retrieves Salesforce reports daily and automatically notifies Slack. Since Salesforce reports are automatically notified to Slack every day, the latest sales data can be shared with the entire team.
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Notify Slack when Salesforce opportunity information is registered.
When new Salesforce opportunity information is registered, this flow sends a notification to Slack. By automatically notifying Slack of the registered opportunity information, you can eliminate any gaps or omissions in information management, thereby improving operational efficiency.
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API actions—no coding required!
Executable API actions
Automation triggers
    Automation Actions
      Flowbot triggers
        Flowbot actions
          Flowbot triggers
            Flowbot actions
              データ入力
              書類発行
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              社内通知
              SaaS間の情報連携
              営業事務
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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.
              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
              Slack
               &
              Salesforce

              Automate Your Everyday Tasks
              Slack
              with
              Salesforce
              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!
              Slack
              Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
              see details
              templates
              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
              Slack
              Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
              Learn more
              Slack
              Templates
              Similar apps
              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
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              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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              OniGo Co., Ltd.
              By integrating different SaaS tools through Yoom, we automated data updates and cut our workload by half.
              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.
              E-commerce
              Ito Co., Ltd.
              The biggest advantage has been to be able to instantly share information digitally.
              Ceremonial Services
              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.
              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.
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              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?”
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              FAQs
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