Automate your daily work by linking with the Dynamics 365 Sales API without code!

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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資料請求・デモ申込

Dynamics 365 Sales

Flowbot

Templates

recommended

When a ticket is created in Zendesk, register a lead in Microsoft Dynamics 365 Sales.

When a ticket is created in Zendesk, this flow registers a lead in Microsoft Dynamics 365 Sales. Lead information is automatically registered based on inquiry details, enabling timely approaches, which can improve deal closing rates and prevent the loss of sales opportunities.

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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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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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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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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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When an account is registered in Microsoft Dynamics 365 Sales, create a folder for each account in OneDrive.

This is a flow that creates a folder for each client in OneDrive when a client is registered in Microsoft Dynamics365 Sales. It streamlines customer information management and facilitates smoother sales activities.

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Dynamics 365 Sales

API

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