How to create a lead in Microsoft Dynamics 365 Sales after creating a lead in Hot Profile

In sales activities, both Hot Profile and Microsoft Dynamics365 Sales apps are valuable business tools. By integrating the two apps using Yoom, you can conduct marketing and sales activities more efficiently. This article explains in detail how to automate the process of creating and registering leads in each app and the benefits of implementing it. It supports daily sales activities by eliminating the hassle of manual input and maintaining data accuracy.

Recommended for

・Members of sales teams using Microsoft Dynamics365 Sales
・Those managing leads using Hot Profile
・Managers at companies integrating multiple CRM systems
・IT personnel considering business process automation
・Leaders of sales teams aiming to reduce costs

Benefits and Examples of Integrating Hot Profile and Microsoft Dynamics365 Sales

1. Prevention of Human Error

By automating the lead registration process, you can prevent incorrect data entry and transcription errors. For example, when crossing apps for registration work, there were instances where incorrect information was transcribed and shared with the sales team. Automation ensures that the accurate information entered in Hot Profile is directly reflected in Microsoft Dynamics365 Sales, allowing sales representatives to respond confidently based on that information.

2. Reduction of Work Time

With automated registration, you can reduce the time spent on manual input, allowing sales representatives to start actions immediately, thus preventing time wastage. For instance, previously, sales support staff had to transcribe lead information into Microsoft Dynamics365 Sales, resulting in waiting time until task completion and a time lag before starting sales activities. Quick information reflection enables rapid data confirmation and understanding. By focusing on pre-preparation for leads and negotiation activities, stable customer acquisition may be achieved.

3. Potential Cost Reduction

Manually entering lead information into multiple systems is time-consuming, incurring labor costs. However, by implementing this automation flow, you can eliminate registration tasks. For example, after creating a lead in Hot Profile, the information is quickly reflected in Microsoft Dynamics365 Sales, reducing manual input time. Sales representatives can take swift action on leads, potentially improving team work efficiency. By eliminating unnecessary tasks, you can optimize team resources and achieve cost reduction, which may be a challenge for the company.

Now, let's create a flowbot using the template "Create a lead in Microsoft Dynamics365 Sales when a lead is created in Hot Profile".

[About Yoom]

How to Create a Flow for Integrating Hot Profile with Microsoft Dynamics365 Sales

The process to complete the flow will proceed as follows.

・Integrate Hot Profile and Microsoft Dynamics365 Sales with My Apps
・Copy the template
・Set triggers for Hot Profile and configure Microsoft Dynamics365 Sales
・Turn on the trigger

Now, let's establish a new connection for the apps to be integrated.

・Integrate Hot Profile and Microsoft Dynamics365 Sales with My Apps

(1) First, connect Hot Profile to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for Hot Profile from "New Connection".

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Search for the Hot Profile app icon and click on it.

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(2) Enter the "Account Name", "Access Token", and "Domain" for the Hot Profile you want to integrate.
After entering the information, click [Add].
The first Hot Profile connection is now complete.

(3) Next, integrate the Microsoft Dynamics365 Sales app.
Just like registering Hot Profile with My Apps, select Microsoft Dynamics365 Sales.

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(4) Enter the "Domain" for the Microsoft Dynamics365 Sales you want to integrate.
After entering the information, click [Add].

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

After clicking, you will be taken to the My Apps screen of your Yoom account with the two apps added.
Now the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection for the target app is complete in your Yoom account, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・Hot Profile Trigger Setup

(1) First, set up the app trigger for the hot profile.

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From "My Projects" on the left side of your Yoom account screen, click "Create a lead in Microsoft Dynamics365 Sales when a lead is created in Hot Profile [Copy]".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on the trigger "When a lead is created".

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(3) Enter the account information for the hot profile to be linked and click [Next].

(4) On the next screen, enter the "Trigger Activation Interval".
Select any of the following for the "Trigger Activation Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes.
※ The trigger activation interval varies depending on the plan, so please be careful.

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(5) Click [Test] and if there are no issues, click [Save].
In this step, you can obtain the following information as output.
The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."

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・Microsoft Dynamics365 Sales Setup

(1) Finally, click on the second action "Create Lead".

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(2) Enter the account information for Microsoft Dynamics365 Sales to be linked and click [Next].

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(3) On the next screen, enter information such as "Domain" and "Subject" according to the annotations.
For some fields, you can click the input bar to quote the output obtained from the previous step.
The following image shows the information for "First Name" and "Last Name" being quoted and set.

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(4) You can also utilize the output for "Lead Description".

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(5) After entering information in the required fields, click [Test] and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger

By clicking the red frame part "Turn on the Trigger" on the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Hot Profiles

There are other examples of automation using hot profiles in Yoom, so here are a few introductions.

Register Leads in Hot Profiles When a Lead is Created in Microsoft Dynamics365 Sales

This flow is recommended for those who want to streamline customer management by integrating Microsoft Dynamics365 Sales with hot profiles.
Automatic reflection of information can reduce the burden on the person in charge.
Since you can quickly grasp the reflected lead information, it will lead to a smooth start of activities.

When a lead is created in Hot Profile, also create a lead in Zoho CRM

You can automatically add the lead information created in Hot Profile to Zoho CRM.
By automating lead creation in Zoho CRM, manual data entry is no longer necessary, which can improve business speed and accuracy.

Register a lead to Hot Profile when a contact is created in HubSpot

This flow is recommended for those who want to streamline their approach to prospects and improve their conversion rates.
By automating tasks, you can reduce transcription errors from manual input and expect improved operational efficiency.

Summary

The integration of Hot Profile and Microsoft Dynamics365 Sales introduced this time contributes to the efficiency of the sales team and the improvement of data accuracy.
By eliminating the hassle of manual work and reducing the burden on representatives, it supports swift sales activities.
As a result, the sales team may be able to allocate more time to customer engagement and strategic activities.

Please take advantage of Yoom to experience automation through app integration.