Microsoft Teams
 with
Salesforce
 -
Automate Operations 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
with
Salesforce
Automate operations using it right away!
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.
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When opportunity information is updated in Salesforce, notify Microsoft Teams.
This is a flow bot that integrates Salesforce and Teams to notify Microsoft Teams when Salesforce opportunity information is updated. When a new opportunity is registered or updated in Salesforce, a message is sent to a specified channel in Microsoft Teams. Feel free to change the target channel and message content as needed.‍
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When the opportunity stage in Salesforce is completed, notify Microsoft Teams.
This is a flow that sends a notification to Microsoft Teams when the opportunity stage in Salesforce is set to Closed Won.
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When a message is posted on Microsoft Teams, log the activity history in Salesforce.
This is a flow that registers activity history in Salesforce when a message is posted on Microsoft Teams. By using this flow, you can automatically add information to Salesforce based on the message content, improving work efficiency. It is recommended for sales administration professionals who want to enhance productivity.
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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.
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              Microsoft Teams
               &
              Salesforce

              Automate Your Everyday Tasks
              Microsoft Teams
              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!
              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.
              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
              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.
              Learn more
              Microsoft Teams
              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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