Microsoft Teams & Salesforce
Automate your workflow instantly!
With Yoom, anyone can easily integrate Microsoft Teams and Salesforce without any code! For example, you can receive notifications in Microsoft Teams when deal information is updated in Salesforce. Start by trying out the convenient templates to integrate Microsoft Teams and Salesforce right away.
Microsoft Teams
Salesforce
Microsoft Teams
Salesforce
Microsoft Teams & Salesforce
Automate your workflow instantly!
With Yoom, anyone can easily integrate Microsoft Teams and Salesforce without any code! For example, you can receive notifications in Microsoft Teams when deal information is updated in Salesforce. Start by trying out the convenient templates to integrate Microsoft Teams and Salesforce right away.
No-Code API Actions
Executable API actions
Automation triggers
  • When a message is sent to a channel
  • When a message is sent to a chat
  • When an event is added to the calendar
  • When a message with a file is sent to the channel
  • When a reply is posted in a specific message thread
  • 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
Automation operations
  • Get teams
  • Get team members
  • Get channels
  • Send message to channel
  • Send message to chat
  • Get chats
  • Create channel
  • Post a message to a channel (mention a channel)
  • Create an event in the calendar (deprecated)
  • Get user presence
  • Reply to a message posted in a channel
  • Create calendar event
  • Get folder information
  • Download file
  • Add member to team
  • Get replies to specific message
  • Get messages in a specific channel
  • Get user information
  • Update calendar event
  • Get events
  • [For next page link] Get events
  • Create a team
  • Download meeting recording data
  • Get meeting details
  • Get meeting recording list
  • 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
  • SOQLを使用してレコードを検索
Flowbot triggers
  • When a message is sent to a channel
  • When a message is sent to a chat
  • When an event is added to the calendar
  • When a message with a file is sent to the channel
  • When a reply is posted in a specific message thread
Flowbot actions
  • Get teams
  • Get team members
  • Get channels
  • Send message to channel
  • Send message to chat
  • Get chats
  • Create channel
  • Post a message to a channel (mention a channel)
  • Create an event in the calendar (deprecated)
  • Get user presence
  • Reply to a message posted in a channel
  • Create calendar event
  • Get folder information
  • Download file
  • Add member to team
  • Get replies to specific message
  • Get messages in a specific channel
  • Get user information
  • Update calendar event
  • Get events
  • [For next page link] Get events
  • Create a team
  • Download meeting recording data
  • Get meeting details
  • Get meeting recording list
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
  • SOQLを使用してレコードを検索
Microsoft Teams
 &
Salesforce

Automate Your Everyday Tasks
Microsoft Teams
 &
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!
Microsoft Teams
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
Explore apps
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.
Explore apps
templates
Microsoft Teams
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
Explore apps
Microsoft Teams
templates

A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.

You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.

This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
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.
Explore more with Microsoft Teams
See more articles
Explore more with Salesforce
See more articles

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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.
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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.
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Video Production & Distribution
Boost Up Co., Ltd.
Digitizing tasks that used to be manual has reduced our workload significantly and made operations much easier.
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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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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?"
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Foodservice & Amusement Business
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