How to Notify LINE WORKS When a Lead is Created in Microsoft Dynamics365 Sales

To succeed in sales activities, a speedy approach to leads is a crucial key.
If you are using Microsoft Dynamics365 Sales and LINE WORKS, integrating them can streamline your sales process.
This article explains how to automatically send notifications to LINE WORKS when a new lead is created in Microsoft Dynamics365 Sales.
This automation helps prevent overlooking lead information, enabling faster lead response and smoother information sharing.

Recommended for

Managers who want to speed up information sharing among sales teams while utilizing Microsoft Dynamics365 Sales
Sales representatives using LINE WORKS but facing challenges in the sales process
Team leaders who want to improve sales efficiency by speeding up lead response and visualizing processes
Corporate managers aiming for smooth management and follow-up of new leads
Those who want to integrate Microsoft Dynamics365 Sales and LINE WORKS via API to improve operational efficiency

Benefits and Examples of Integrating Microsoft Dynamics365 Sales and LINE WORKS

Benefit 1: Timely Lead Information Sharing

By using this flow, managers can grasp lead information in a timely manner.
Traditionally, managers needed to check the system regularly, which sometimes made quick responses difficult.
However, with this automation, when a new lead is created, the team is automatically notified, allowing managers to respond quickly.
For example, when a new lead arises, a notification like "New Lead: ○○ Trading Co. / Phone Number: ○○○-○○○-○○○" is sent to LINE WORKS, enabling managers to start necessary initial responses on the spot without checking Microsoft Dynamics365 Sales.
This automatic notification allows for quick follow-ups, preventing opportunity loss due to delayed lead responses.

Benefit 2: Smooth Team Collaboration

When lead information is notified to LINE WORKS, it can be immediately shared across the sales team.
This improves team collaboration, as other members can understand the situation and support follow-ups as needed.
For example, when a lead for a large-scale project is registered, other members who see the notification can set up a meeting and share response strategies.
Additionally, sales managers can check progress and provide appropriate advice.
As a result, the quality of lead responses across the organization is expected to improve.

Benefit 3: Visualization of Lead Response Processes

By recording lead information in LINE WORKS and sharing response statuses, the lead response process becomes visible.
Recording response statuses with comments or stamps for each notification and sharing them within the team prevents information transmission leaks and duplicate responses.
For example, statuses like "Initial contact made with Lead A" or "Negotiation date confirmed for Lead B" can be checked on LINE WORKS, allowing progress to be understood at a glance.
Additionally, reviewing past notification histories can provide references for handling similar cases.
As a result, lead responses can proceed consistently, and operations can be streamlined.

Now, let's explain how to use the no-code tool Yoom to notify LINE WORKS when a lead is created in Microsoft Dynamics365 Sales.

[What is Yoom]

How to Notify LINE WORKS When a Lead is Created in Microsoft Dynamics365 Sales

By using the API of Microsoft Dynamics365 Sales to receive newly registered lead information,
and using the API provided by LINE WORKS to notify that lead information, this can be achieved.

Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

This time, the process is as follows.
Let's set it up together!

Integrate Microsoft Dynamics365 Sales and LINE WORKS with My App.
Copy the template.
Set the trigger for Microsoft Dynamics365 Sales at the start of the flow and the subsequent operation settings for LINE WORKS.
Turn on the trigger button and verify the operation of the integration flow between Microsoft Dynamics365 Sales and LINE WORKS.

Step 1: Integrate My App

Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate your Microsoft Dynamics365 Sales with Yoom.
From the left side of the Yoom page, select My App → New Connection.

Search for Microsoft Dynamics365 Sales.
Enter the domain and select Add.

*Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

Next, search for LINE WORKS.
Refer to this guide to set the required fields.

It's okay if Microsoft Dynamics365 Sales and LINE WORKS are integrated into My App.

Step 2: Set Triggers and Actions

Open the template page and click 'Try this template'.

If you are using Yoom, please log in. If you are new, please register as a member.
If you proceed as is, the template will be automatically copied to your workspace.
Please change the template name as needed.
Click on My Projects on the left to see the template you just copied.
Click the ellipsis (...) on the right and select Edit.
Let's set up the app trigger.
Select "When a lead is created".
Please change the title as desired.
After confirming the account information to be linked, proceed to the next step.
Please enter the required fields.

Trigger interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* The selection of trigger intervals varies depending on the plan.

Once you have registered the lead, test it.
Save it if the items are reflected in the following output.
Next, click "Send a message to the talk room".
Please set the bot ID and talk room ID.
The message was set as follows using the output.
The red frame is an item quoted from the output.
The message content can be customized to the content you want to notify.
Test this as well, and save it if successful.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily.
Here is the flow bot used this time ↓

Other Automation Examples Using Microsoft Dynamics365 Sales and LINE WORKS

In addition, Yoom offers templates using Microsoft Dynamics365 Sales and LINE WORKS, so let me introduce a few!

1.When a lead is created in Microsoft Dynamics365 Sales, register the lead in the hot profile flow.

If you are using different CRM tools according to your needs, it is convenient to have the information registered in each synchronized.
By using this flow, you can automatically add lead information registered in Microsoft Dynamics365 Sales to the hot profile.

2.This is a flow to create a folder for each client in OneDrive when a client is registered in Microsoft Dynamics365 Sales.

If you store materials for each client in OneDrive, this flow is convenient.
As soon as a client is registered, a folder is created, allowing subsequent tasks to proceed smoothly.

3.This is a flow to register a specified customer from Microsoft Dynamics365 Sales as a contact in Intercom.

This feature is launched from the account page of Microsoft Dynamics365 Sales, allowing you to select the account you want to register in Intercom.
This helps prevent errors that may occur with manual registration.

Summary

This time, we introduced a flow bot that "notifies LINE WORKS when a lead is created in Microsoft Dynamics365 Sales".
By integrating Microsoft Dynamics365 Sales with LINE WORKS, you can expect to streamline your sales process.
Additionally, timely sharing of lead information, smooth collaboration between teams, and visualization of processes will enhance the overall performance of the sales team.

Please refer to the steps introduced in this article and try integrating Microsoft Dynamics365 Sales and LINE WORKS without any code.