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Automate your Workflow

with Dynamics 365 Sales 's API！
Yoom allows you to integrate with the Microsoft Dynamics365 Sales API without any code, enabling the automation of operations in Microsoft Dynamics365 Sales. You can register leads and account information in Microsoft Dynamics365 Sales via the API, and automate workflows triggered by the registration of information in Microsoft Dynamics365 Sales.
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Dynamics 365 Sales
Dynamics 365 Sales
 Flowbot
Templates
recommended
Dynamics 365 Sales Microsoft Outlook
Notify a lead with a template email in Outlook using Microsoft Dynamics 365 Sales
This is a flow in Microsoft Dynamics 365 Sales that notifies a lead with a template email in Outlook. It allows for more efficient lead management by eliminating manual tasks, thereby securing time to focus on important sales activities.
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Dynamics 365 Sales Discord
When a lead is created in Microsoft Dynamics 365 Sales, notify Discord.
When a lead is created in Microsoft Dynamics 365 Sales, this flow sends a notification to Discord. Once a lead is created, the lead information is automatically notified to Discord, enabling prompt responses that can enhance customer satisfaction, build good relationships, and potentially lead to acquiring repeat customers and new customers through word-of-mouth.
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Dynamics 365 Sales Slack
When a lead is created in Microsoft Dynamics 365 Sales, notify Slack.
When a lead is created in Microsoft Dynamics 365 Sales, this flow sends a notification to Slack. By eliminating the need to check each time, it improves the response speed to leads and maximizes sales opportunities.
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Dynamics 365 Sales Microsoft Excel
When a lead is registered in Microsoft Dynamics365 Sales, add it to Microsoft Excel.
This is a flow that adds a lead registered in Microsoft Dynamics 365 Sales to Microsoft Excel. By automating the data entry process, you can prevent data entry errors and omissions, thereby enhancing the accuracy of data analysis.
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Dynamics 365 Sales Dropbox
When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in Dropbox.
When an account is registered in Microsoft Dynamics 365 Sales, this flow creates a folder for each account in Dropbox. By using this flow, folders for each account can be automatically created, reducing the burden of administrative tasks.
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Dynamics 365 Sales Google Drive
When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in Google Drive.
This is a flow that creates a folder for each account in Google Drive when an account is registered in Microsoft Dynamics365 Sales. By using this flow, you can automatically create folders for each account, which helps reduce the burden of administrative tasks.
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API actions —no coding required!
Automation Actions
    Retrieve Account Information
    Create Account
    Update Account Information
    Create Contact
    Retrieve Contact Information
    Update Account Contact Information
    Delete Account Contact
    Update Lead Information
    Retrieve Lead Information
    Delete Lead
    Create Case
    Update Case Information
    Retrieve Case Information
    Create Lead
    Delete Account
    Delete Opportunity
    Search Lead Information
    Search Account
    Search Contact Information
    Search Opportunities
    Update Custom Fields of Account
    Update Custom Field Information of Opportunity
    Update Custom Fields of Lead
Automation Triggers
    When a lead is created
    When an account is created
    When a contact is created
    When an opportunity is created
    When a lead is created or updated
    When an Account is Created or Updated
    When a Contact is Created or Updated
    When an Opportunity is Created or Updated
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©️ Yoom Inc.