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“Are you struggling with an increase in inquiries leading to longer wait times for customers?” “Are you overwhelmed with supporting new staff?”—Do you have these concerns?
By integrating the customer chat tool "Channel Talk," widely used by many companies, with Dify and Slack, you can streamline the entire inquiry response process.
This automation allows AI to read the inquiry content, generate response suggestions, and notify any designated Slack channel.
With consistent quality response suggestions as a base, you should be able to improve response speed.
Traditionally, programming was required to achieve integration between apps, but with Yoom's Flowbot template, you can easily set it up without any code.
This article clearly explains the specific setup methods and benefits of Flowbot, so please read to the end and make use of it.
This Flowbot is perfect for the following people:
This article introduces the integration method using the no-code tool "Yoom."
No complex settings or operations are required, and even non-engineers can easily achieve it.
You can start immediately with the template below, so please give it a try!
[About Yoom]
From here, we will explain how to set up the automation of "When a chat is started in Channel Talk, generate a response draft with Dify and notify Slack" using Yoom's flow bot template.
Utilize Yoom's trigger function to obtain chat information started in Channel Talk.
Based on this obtained information, send instructions to Dify, and AI will generate a response draft.
By notifying stakeholders through the Slack API with the response draft, a mechanism is realized that allows for smooth sharing and handling of inquiry information.
Generally, programming knowledge is required to achieve this, but it is possible without programming knowledge by using the no-code tool Yoom.
Help: Details on Slack My App Registration Method
Slack Official: Workspace Management
Let's set up the app information to be integrated into Yoom. After logging into Yoom's workspace, click + Add on the My Apps screen.
A list of apps that can be connected to Yoom will be displayed. Search for the app to be integrated from the search window and proceed with My App registration.
Click the app name from the search results. A screen will be displayed to enter the values obtained from Channel Talk.
Enter the required items and click the "Add" button to complete the My App registration for Channel Talk.
Click the app name from the search results. A screen will be displayed to enter the values required for integration.
Enter the required items and click the add button to complete the My App registration for Dify.
Search for the app name from the search window. Click the app name that hits. You will move to the Slack sign-in screen.
Enter the URL of the workspace you are using and click Continue. You will move to the Slack access permission request screen from Yoom.
Click Allow to complete the integration.
Help: Details on Slack My App Registration Method
Slack Official: Workspace Management
Click this banner.
■Overview
This is a flow where, when a chat is initiated in Channel Talk, the response content is created with Dify and notified to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using Channel Talk for customer support
・Those who want to quickly process inquiries from Channel Talk
2. Companies using Slack as a chat tool
・Those who want to facilitate smooth information sharing using Slack
3. Companies using AI chatbots with Dify
・Those who want to review and send responses due to variability in response quality depending on the question
■Benefits of using this template
By utilizing this template, you can create a flow where Dify automatically generates response drafts for inquiries received via Channel Talk and notifies the content to Slack.
This is expected to improve the speed of customer support, leading to increased customer satisfaction and sales growth.
Additionally, by using the automatically generated response drafts, you can reduce the burden on staff and enable efficient handling.
Furthermore, since AI-generated responses can be modified as needed before sending, you can maintain the quality of responses while streamlining operations.
■Notes
・Please integrate Channel Talk, Dify, and Slack with Yoom.
・For how to integrate Dify with My Apps, please refer to here.
The template will be copied to My Project. You can access My Project from the left menu bar.
Let's click on the first step of the template.
Here, you will set up to retrieve ticket information issued by Channel Talk.
This item is already pre-configured.
→ Click Next.
→ Click Test. → Successful. The following items can be retrieved. The retrieved items will be used in Dify's prompt (instruction text).
→ Click Save.
Click on the second step of the template.
Here, you will set up a prompt (instruction text) in Dify.
This is already pre-configured.
→ Click Next.
→ Click Test. → Successful. You can obtain Dify's response proposal (response content).
→ Click Save.
Click on the third step of the template.
Here, you will set up a template message for Slack notifications.
This is already pre-configured.
→ Click Next.
→ Click Test. → Successful
→ Click Save. This concludes the steps!
Once all steps are set, a completion screen indicating the setup is complete will be displayed.
The flow bot setup was completed easily without programming. The template used this time is here.
■Overview
This is a flow where, when a chat is initiated in Channel Talk, the response content is created with Dify and notified to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using Channel Talk for customer support
・Those who want to quickly process inquiries from Channel Talk
2. Companies using Slack as a chat tool
・Those who want to facilitate smooth information sharing using Slack
3. Companies using AI chatbots with Dify
・Those who want to review and send responses due to variability in response quality depending on the question
■Benefits of using this template
By utilizing this template, you can create a flow where Dify automatically generates response drafts for inquiries received via Channel Talk and notifies the content to Slack.
This is expected to improve the speed of customer support, leading to increased customer satisfaction and sales growth.
Additionally, by using the automatically generated response drafts, you can reduce the burden on staff and enable efficient handling.
Furthermore, since AI-generated responses can be modified as needed before sending, you can maintain the quality of responses while streamlining operations.
■Notes
・Please integrate Channel Talk, Dify, and Slack with Yoom.
・For how to integrate Dify with My Apps, please refer to here.
In addition to the flow introduced this time, you can achieve various business automations by utilizing the APIs of Channel Talk, Dify, and Slack.
All of these can be used with simple settings, so if you're interested, please give them a try!
This can eliminate the hassle of entering chat content, helping to prevent human errors such as omissions or input mistakes.
■Overview
This is a flow that adds a chat created in Channel Talk to Asana.
■Recommended for
1. Those who handle customer support in Channel Talk and manage tasks in Asana
・Those who want to register inquiries and requests received in Channel Talk as tasks in Asana to manage the status of responses
・Those who want to improve work efficiency by eliminating the manual task of transferring chats from Channel Talk to Asana
・Those who want to strengthen the information linkage between Channel Talk and Asana to streamline customer support and task management
2. Customer support teams using Asana
・Those who want to manage customer support tasks that occur in Channel Talk as tasks in Asana and visualize the status of responses
・Those who want to prevent missed or delayed responses by converting chat interactions into tasks
■Benefits of using this template
Channel Talk is a convenient tool that easily adds chat functionality to websites and apps.
However, there may be cases where you want to manage inquiries and requests that occur in chats as tasks in Asana, but manually transferring chat content to Asana each time can be a cumbersome task.
By implementing this flow, a task will be automatically created in Asana whenever a chat is created in Channel Talk.
This allows you to centrally manage chat content in Asana, making it easy to assign tasks to the appropriate personnel, manage progress, and check the status of responses.
■Notes
・Please link Channel Talk and Asana with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a chat initiated in Channel Talk to Trello.
■Recommended for
1. Those who use Channel Talk for customer interactions
・Customer support personnel responsible for customer interactions
・Those who frequently communicate with customers via Channel Talk
2. Those who use Trello for work
・Those who manage tasks with Trello
・Those who want to streamline task additions to Trello
■Benefits of using this template
By using Channel Talk, you can handle customer questions and inquiries in real-time, allowing for speedy customer service.
However, if you manage chat content from Channel Talk as tasks, you may find the manual task addition process cumbersome.
This template allows you to add tasks to Trello when a chat is initiated in Channel Talk, streamlining task management.
It eliminates the need to manually input chat content into Trello, preventing human errors such as omissions and input mistakes.
Additionally, even if you can't manage task additions due to focusing on customer service, you can still concentrate on customer interactions.
■Notes
・Please integrate both Channel Talk and Trello with Yoom.
■Overview
This is a flow to add a chat initiated in Channel Talk to GitHub.
■Recommended for
1. Those who use Channel Talk for handling customer questions and inquiries
・Support staff responsible for customer service
・Those who regularly use Channel Talk to communicate with customers
2. Those who use GitHub for work
・Those who manage tasks on GitHub
・Those who want to streamline task addition to GitHub
■Benefits of using this template
Channel Talk is a tool that allows real-time communication with customers, making customer support smooth.
However, if you manage chat content as tasks on GitHub, you might find the additional work each time cumbersome.
This template allows you to add a chat initiated in Channel Talk as a task in GitHub, reducing the need for manual input.
By streamlining task addition to GitHub, you can focus on customer service, improving response speed and quality.
Additionally, by integrating with the chat tool, you can notify task additions to GitHub, facilitating smooth information sharing among team members.
■Notes
・Please integrate both Channel Talk and GitHub with Yoom.
Since all members can centrally grasp the information, it eliminates the need to individually check the contents, leading to improved work efficiency.
■Overview
Using the workflow "Notify Channel Talk's internal chat of Google Form contents" facilitates smooth information sharing.
There is no need for manual notifications, which reduces the workload.
■Recommended for
■Benefits of using this template
By notifying the contents of Google Forms to Channel Talk's internal chat, you can gain many benefits.
First, since the information entered in Google Forms is immediately notified to Channel Talk, information can be shared smoothly.
This allows for quick action on matters that require attention, improving work efficiency.
Additionally, since notifications are sent to Channel Talk, all members can quickly confirm the same information, improving the quality of communication.
■Overview
Using the workflow "Notify Channel Talk's internal chat when an email is received in Gmail" helps prevent missing important information.
It allows for quick necessary actions based on the email content, thereby improving operational efficiency.
■Recommended for
■Benefits of using this template
There are many advantages to notifying Channel Talk's internal chat when an email is received in Gmail.
First, using this flow allows you to immediately notice important emails.
This enables quick responses without missing important information.
As a result, operational efficiency improves.
Additionally, the integration of Gmail and Channel Talk facilitates smooth information sharing among members.
Since emails received in Gmail are automatically notified in Channel Talk, it becomes easy to share information with the entire team, promoting smoother communication.
■Overview
The workflow "Notify internal chat in Channel Talk when an email is received in Outlook" contributes to speedy information acquisition.
It helps prevent overlooking important information and facilitates smooth and appropriate responses.
■Recommended for
■Benefits of using this template
By linking Outlook with Channel Talk, you can quickly respond to received emails.
Using this automated flow allows for quick responses and prevents missing important information.
This not only improves work efficiency but also smoothens communication across the entire team.
Additionally, by notifying the internal chat in Channel Talk of the email content received in Outlook, the chances of missing email confirmations are reduced, and information sharing becomes smoother.
Since all members can centrally grasp the information, it saves the trouble of each person checking emails individually, leading to more efficient operations.
Since the inquiry details and response proposal are notified together, the response speed is likely to improve.
■Overview
This flow notifies LINE WORKS by creating a response in Dify whenever there is an inquiry in HubSpot.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using HubSpot for customer management and sales activities
・Those receiving inquiries through HubSpot forms
2. Companies using LINE WORKS as a chat tool
・Those who want to ensure they receive important information via LINE WORKS
3. Companies using AI chatbots with Dify
・Those building chat apps for inquiry responses with Dify
■Benefits of using this template
By utilizing this template, Dify can automatically create response drafts for inquiries in HubSpot and notify LINE WORKS.
This improves response speed, leading to enhanced customer satisfaction and increased sales.
Additionally, since AI automatically generates response drafts, it reduces the burden on staff.
If there are any inaccuracies, you can correct and send them, so there's no risk of AI lowering the quality of responses.
■Notes
・Please connect Yoom with HubSpot, Dify, and LINE WORKS respectively.
・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・For how to integrate Dify with My Apps, please refer to here.
・For details on how to register My Apps in LINE WORKS, please see here.
■Overview
This is a flow where, upon receiving an inquiry in HubSpot, a response is created in Dify and a notification is sent to Discord.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use HubSpot for customer support and marketing
・Those who find it time-consuming to handle inquiries in HubSpot
2. Those who use Dify to generate text and response content
・Those who want to leverage Dify's auto-generation for quick and high-quality customer support
3. Companies that use Discord as an internal communication tool
・Those who want to ensure they don't miss important information
■Benefits of using this template
By implementing this flow, the process from triggering an inquiry in HubSpot to generating a response draft in Dify and notifying Discord is automated.
This provides the following benefits:
First, since the inquiry content and response draft are notified together, the response speed improves.
As the response speed increases, the customer experience improves, contributing to increased sales.
Additionally, the risk of missing important information is reduced, preventing missed responses.
Moreover, information sharing among team members becomes smoother, strengthening collaboration and enhancing communication.
■Notes
・Please connect Yoom with HubSpot, Dify, and Discord respectively.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For how to connect Dify with My Apps, please refer to here.
■Overview
This is a flow where when there is an inquiry in HubSpot, the response content is created in Dify and notified to Google Chat.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Companies using HubSpot
・Those who are handling customer support using HubSpot forms
2. Companies building AI apps with Dify
・Those who want to streamline operations by integrating Dify with other apps
3. Companies using Google Chat as an internal chat tool
・Those who want to facilitate smooth information sharing using Google Chat
■Benefits of using this template
By integrating HubSpot, Dify, and Google Chat, you can gain many benefits.
First, since the inquiry content and its response proposal are notified to Google Chat, prompt customer support becomes possible.
This will improve the customer experience and may lead to increased sales.
Furthermore, this mechanism is also useful for information sharing among members.
By quickly notifying the inquiry content, all relevant parties can understand the situation and follow up as needed.
This facilitates smooth communication and contributes to strengthening team collaboration.
■Notes
・Please integrate each of HubSpot, Dify, and Google Chat with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For how to integrate Dify with My Apps, please refer to here.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer below.
By being notified in the communication tool after a prompt response draft is created, the response speed can be improved.
■Overview
This is a flow where, upon receiving an inquiry email in Outlook, the response content is created in Dify and notified in Microsoft Teams.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using Outlook for customer support
・Those who find it time-consuming to handle inquiries in Outlook
2. Those using Dify to generate text or responses to inquiries
・Those who want to leverage automatic generation by Dify to aim for quick and high-quality customer support
3. Companies using Microsoft Teams as an internal communication tool
・Those who want to ensure they don't miss important information
■Benefits of using this template
By implementing a flow where, upon receiving an inquiry email in Outlook, the response content is automatically created in Dify and notified in Microsoft Teams, you can enjoy several benefits.
Firstly, it reduces the time spent on email responses, allowing for quick and efficient handling.
This will improve customer satisfaction and increase business reliability.
Additionally, notifications to Microsoft Teams allow for quick sharing of response status, facilitating smooth information sharing within the team.
This strengthens collaboration among team members and improves work efficiency.
■Notes
・Please connect Outlook, Dify, and Microsoft Teams with Yoom.
・For how to connect Dify with My Apps, please refer to here.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow where, upon receiving an inquiry email in Outlook, the response content is created in Dify and notified in Google Chat.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies handling inquiries via Outlook
・Those who feel challenged by the speed of inquiry responses
2. Companies building AI applications with Dify
・Those who want to streamline operations by integrating Dify with other apps
3. Companies using Google Chat as an internal chat tool
・Those who want to facilitate smooth information sharing using Google Chat
■Benefits of using this template
By implementing a flow where, upon receiving an inquiry email in Outlook, the response content is created in Dify and notified in Google Chat, you can handle inquiries swiftly.
This enables quick responses to customers, which can lead to improved customer satisfaction.
Additionally, automated response creation prevents manual input errors, allowing for accurate information provision.
Notifications in Google Chat facilitate smooth information sharing among team members, leading to smoother communication and strengthened collaboration.
■Notes
・Please integrate Yoom with Outlook, Dify, and Google Chat respectively.
・For the method of integrating Dify with My Apps, please refer to here.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow where, upon receiving an inquiry email in Outlook, the response content is created in Dify and notified in Discord.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies receiving inquiry communications via Outlook
・Those dissatisfied with the speed and quality of inquiry responses
2. Companies building AI applications with Dify
・Those who want to streamline operations by integrating Dify with other apps
3. Companies using Discord as an internal communication tool
・Those who want to ensure they don't miss important information
■Benefits of using this template
There are several benefits to creating response content in Dify and notifying it in Discord upon receiving an inquiry email in Outlook.
Firstly, there is no worry about missing inquiry emails, allowing for prompt responses.
Prompt responses lead to improved customer satisfaction and easier trust-building.
Additionally, by using Dify to automatically generate response content, the effort of creating response drafts from scratch is reduced, improving operational efficiency.
This allows employees to focus on other important tasks.
■Notes
・Please integrate Outlook, Dify, and Discord with Yoom.
・For how to integrate Dify with My Apps, please refer to here.
・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
As soon as audio data is uploaded, it will be automatically transcribed and the results will be notified, making it easier to understand the content.
■Overview
The "Notify Slack when audio data is stored in OneDrive" workflow is a business workflow that automatically sends a notification to Slack when new audio data is uploaded to OneDrive. This allows team members to quickly become aware of the addition of audio files, enabling prompt response and sharing.
■Recommended for
■Benefits of using this template
■Overview
This is a flow where, when an audio file is uploaded to Google Drive, it is transcribed and a notification is sent to Slack.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage audio files
・Those who handle a lot of audio files in their work and find it cumbersome to check the content
・Those who find transcribing audio files tedious and want to automate it
2. Those who use Slack as their main communication tool
・Those who find it cumbersome to share information within the team
・Those who want to efficiently share transcription results with the team
■Benefits of using this template
Transcribing audio files is a task prone to errors when done manually.
With this automation, audio files saved in Google Drive can be transcribed by AI and the content can be notified to Slack.
By completing the entire process automatically, information sharing within the team can be streamlined.
Furthermore, by allocating the time previously spent on manual transcription to other tasks, the progress of work can be made smoother.
■Overview
This is a workflow that transcribes audio data uploaded to Dropbox and notifies Slack. It facilitates smooth management and sharing of audio files in business workflows.
■Recommended for
■Benefits of using this template
While saving audio data from meetings and interviews to Dropbox, sharing the content can be cumbersome. With this workflow, transcription is automatically performed the moment audio data is uploaded, and a notification is sent to Slack, allowing the entire team to easily check the content.
Automation enables a reduction in work time and faster information sharing, allowing the transcription content to be quickly shared with the entire team. Additionally, automation helps prevent human errors, reducing mistakes that occur during manual input.
By reducing the hassle of manually organizing documents and changing file names, you may be able to increase the time you can focus on other tasks.
■Overview
This is a flow where document data posted on Slack is read by OCR, the file name is updated, and stored in Box.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use Slack for internal communication and file sharing
・Those who want to quickly process posted documents and focus on other important tasks
2. Companies that use Box for file management and sharing
・Those who use Box for centralized file management but find it cumbersome to manually organize many documents
■Benefits of using this template
By using this template, you can read document data posted on Slack with OCR, update the file name, and store it in Box.
This provides several benefits.
Firstly, document processing and management are streamlined, reducing manual effort.
This reduces errors and omissions in document management and improves data accuracy.
Additionally, as file names are unified and organized, it becomes easier to quickly search and access necessary documents, improving work efficiency.
■Notes
・Please connect Yoom with both Slack and Box.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow where document data posted on Slack is read by OCR, the file name is updated, and stored in Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who communicate using Slack
・Those who share information using Slack in a team but find document management cumbersome
2. Those who manage files using Dropbox
・Those who want to efficiently organize document data and improve work efficiency
■Benefits of using this template
By using the flow where document data posted on Slack is read by OCR, the file name is updated, and stored in Dropbox, there are many benefits.
First, since the handling of document data is automated, manual work of storing in Dropbox is no longer necessary, improving work efficiency.
This allows you to focus on other tasks with the saved time.
Additionally, errors due to manual input are reduced, improving data accuracy.
■Notes
・Please connect Yoom with both Slack and Dropbox.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This flow reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who want to improve work efficiency using Slack
・Those who frequently communicate via Slack and receive document data
2. Those who manage documents using Microsoft SharePoint
・Those who store documents in Microsoft SharePoint and share and manage files within the team
■Benefits of using this template
By utilizing the flow that reads document data posted on Slack using OCR, updates the file name, and stores it in Microsoft SharePoint, you can centralize document processing.
This reduces manual document management tasks and improves work efficiency.
Additionally, by introducing the automatic reading function with OCR, the accuracy of the data is improved, allowing for quick searches and references.
■Notes
・Please connect Yoom with both Slack and Microsoft SharePoint.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
When lead information is added, a notification is automatically sent to Slack, facilitating quicker information awareness.
■Overview
This is a flow that notifies Slack when a lead is created in Microsoft Dynamics365 Sales.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Sales teams that manage leads with Microsoft Dynamics 365 Sales and use Slack as an internal communication tool
・Those who want to smoothly share lead information, respond quickly, and strengthen team collaboration
2. Sales representatives who want to improve the response speed after acquiring leads
・Those who want to immediately grasp the occurrence of new leads on Slack to prevent delays in response and enable quick approaches to customers
■Benefits of using this template
For sales representatives who do not want to miss valuable leads, the flow of [notifying Slack when a lead is created in Microsoft Dynamics365 Sales] is optimal.
You can quickly check lead information and respond promptly.
By integrating Microsoft Dynamics365 Sales and Slack, you can improve the response speed to leads by eliminating the need to check each time, maximizing sales opportunities.
■Notes
・Please integrate each of Microsoft Dynamics365 Sales and Slack with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that notifies a Slack channel when a new lead is registered in Pipedrive.
■Recommended for
1. Sales Teams
・Teams that manage customer inquiries with Pipedrive and share information within the team via Slack
・Teams that want to automatically notify team members of new lead information immediately to prompt quick responses
・Sales representatives who want to check lead information and respond via smartphone while on the go
2. Sales Managers
・Managers who want to grasp the team's lead acquisition status in real-time and utilize it for sales strategies
・Managers who want to understand the response status when leads occur to improve team performance
・Managers who want to quickly identify important leads and prioritize response instructions
3. Marketing Teams
・Teams that consider marketing strategies and share information on Slack based on lead information acquired with Pipedrive
・Teams that want to understand the attributes and sources of new leads to improve marketing strategies
・Teams that want to measure the effectiveness of lead nurturing strategies and consider improvements
■Benefits of Using This Template
・You can immediately receive notifications in a Slack channel when lead information is registered, allowing sales representatives to respond quickly without missing lead acquisition opportunities.
・By consolidating lead information acquired from Pipedrive into Slack, there is no need to use a separate lead management tool, allowing for efficient management.
・You can freely customize the notification content and recipients in Slack channels, allowing for flexible adaptation to your company's operations.
・Real-time information sharing and quick responses to leads in Slack contribute to improved customer satisfaction.
■Notes
・Please integrate both Pipedrive and Slack with Yoom.
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
AI (Dify) reads the inquiry content, creates a draft response, and notifies Slack.
This saves the person in charge from having to create a response from scratch, making the post-inquiry response process smoother.
For example, handling frequently asked questions occurs in many situations, but efficient responses are especially required during busy periods.
By focusing on the procedure of modifying or adding to the draft response generated by Dify as needed, it is expected that the time to create responses can be reduced.
Additionally, there may be cases where the need to research information from scratch is eliminated, further reducing the burden.
AI (Dify) generates draft responses based on the company's rules and tone & manner by learning them.
Therefore, even if different staff members handle the response, it is possible to maintain consistency in the reply content by organizing the content based on Dify's draft response.
This may reduce the likelihood of inconsistencies in customer responses.
For example, there may be situations where inexperienced staff spend time researching to handle irregular content or consult with a supervisor multiple times.
By utilizing Dify's suggestions in such cases, it should be possible to proceed with stable, high-quality responses smoothly.
By sharing standardized draft responses with everyone, it may be possible to prevent situations where work is concentrated on specific staff members.
For example, complex and high-difficulty inquiries tend to concentrate on some experienced staff or supervisors, leading to an uneven burden.
Even in such situations, by proceeding with responses based on AI-generated draft responses, it may be possible to standardize the work.
This creates an environment where anyone can respond at a certain level, potentially reducing the burden on each staff member.
In this article, we introduced the method of implementing and the benefits of using a flow bot that integrates Channel Talk, Dify, and Slack.
By utilizing this flow bot, you can expect faster customer responses, improved response quality, and prevention of work becoming dependent on specific individuals.
Furthermore, by utilizing Yoom, this automation can be easily implemented.
With the flow bot template, you can achieve app integration with intuitive operations, allowing you to start immediately without programming skills.
Please realize a system for smooth customer responses with this flow bot.
See you next time!
