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.

Start Automating for Free!

資料請求・デモ申込

Dynamics 365 Sales

Flowbot

Templates

recommended

When a reservation is registered in STORES Reservation, register a lead in Microsoft Dynamics 365 Sales.

This is a flow where a lead is registered in Microsoft Dynamics365 Sales when a reservation is made in STORES Reservation. By quickly sharing the reservation information, sales representatives can follow up in a timely manner, which is expected to strengthen relationship building with customers.

Learn More

Try It!

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.

Learn More

Try It!

Notify directly when a lead is registered in Microsoft Dynamics365 Sales.

When a lead is registered in Microsoft Dynamics365 Sales, this flow sends a notification directly. By integrating both applications, you can eliminate the need for constant checking, thereby improving the response speed to leads and maximizing sales opportunities.

Learn More

Try It!

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

When an account is registered in Microsoft Dynamics 365 Sales, this flow creates a folder for each account in Microsoft SharePoint. By using this flow, you can automatically create folders for each account, which helps reduce the burden of administrative tasks.

Learn More

Try It!

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.

Learn More

Try It!

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

When an account is registered in Microsoft Dynamics 365 Sales, this flow creates a folder for each account in Box. By using this flow, you can automatically create folders for each account, which helps reduce the burden of administrative tasks.

Learn More

Try It!

Automate the Operation via

Dynamics 365 Sales

API

Get started for free

Request info & demo