How to Automatically Notify Chatwork When a Lead is Registered in Microsoft Dynamics 365 Sales

Would you like to automate lead acquisition notifications to improve business efficiency?
This article explains how to integrate Microsoft Dynamics 365 Sales with Chatwork to automatically notify Chatwork when a lead is registered.
This can be expected to enhance a company's competitiveness by improving the response speed to new leads.
The app integration can be easily implemented without programming, so please give it a try.

Recommended for

Sales managers who have implemented Microsoft Dynamics 365 Sales and are considering streamlining their sales processes
Team leaders who want to speed up information sharing among sales teams
Sales representatives aiming to improve the response speed to new leads
Those using Microsoft Dynamics 365 Sales and Chatwork who want to improve business efficiency through their integration

Benefits and Examples of Integrating Microsoft Dynamics 365 Sales and Chatwork

Benefit 1: Streamlining Lead Management

By receiving notifications in Chatwork every time a lead is created in Microsoft Dynamics 365 Sales, sales teams can quickly check new leads.
This helps prevent delays in response and supports speedy operations in a competitive business environment.
Quick notifications are particularly important in industries where the latest leads are prioritized.
For example, lead information collected at trade shows can be automatically registered and notified, facilitating smooth follow-ups.

Benefit 2: Supporting Information Sharing and Collaboration Enhancement Among Sales Teams

Automatic notifications of lead information to Chatwork are expected to facilitate smoother information sharing among sales teams.
Especially when sales representatives are operating in different regions, lead information transmission can take time, but this notification feature supports smooth information sharing.
For example, by allowing all team members to simultaneously check the progress of negotiations, appropriate support and advice can be obtained.
Furthermore, even if materials necessary for negotiations need to be prepared, stakeholders can respond immediately, strengthening the overall team's collaboration.

Benefit 3: Promoting Transparency and Management Accuracy in Sales Processes

Automatic notifications every time a lead is created are expected to increase the transparency of sales activities.
Sales managers can quickly check the registration information of new leads and always grasp the response status, potentially improving overall management accuracy.
In large organizations, visualizing progress is a crucial factor in improving business efficiency.
For example, sharing the latest information without waiting for monthly reports or regular meetings allows managers to give precise instructions at the necessary timing.
Establishing such an operational system can be an effective means of preventing oversights in sales activities.

Now, let's explain how to use the no-code tool Yoom to automatically notify Chatwork when a lead is registered in Microsoft Dynamics 365 Sales.
[What is Yoom]

How to Notify Chatwork of Content Added to Microsoft Dynamics 365 Sales

It is possible to achieve this by receiving the registration of a lead in the Microsoft Dynamics 365 Sales database using the Microsoft Dynamics 365 Sales API and notifying Chatwork of the lead data registered in Microsoft Dynamics 365 Sales using the API provided by Chatwork.
Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.
This time, we will create it through the following major processes.

Integrate Microsoft Dynamics 365 Sales and Chatwork as My Apps
Copy the template
Set a trigger in Microsoft Dynamics 365 Sales and set an action in Chatwork
Set the trigger to ON and complete the preparation for flow operation

If you are registered with Yoom, please log in, and if you are not registered, please proceed with the settings after registering for free

Step 1: Integrate Microsoft Dynamics 365 Sales and Chatwork with My Apps

First, integrate Microsoft Dynamics 365 Sales and Chatwork with My Apps.
After logging into Yoom, click on "My Apps" on the left side of the screen and proceed with the settings from "+ New Connection".

Search for and click on Microsoft Dynamics 365 Sales.
Note: Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.

Enter the domain of Microsoft Dynamics 365 CRM and click "Add" to complete the integration with My Apps.

Next, search for and click on Chatwork.

Once you allow the access request, the integration with My Apps is complete.

Proceed with the setup using the Flowbot template.
Log into Yoom and click "Try it out" on the banner below.

A message saying "Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger for Microsoft Dynamics 365 Sales. Click on "When a lead is created".

Next, check the "Account information to integrate with Microsoft Dynamics 365 Sales".
You can freely edit the title, but do not change the trigger action, and click "Next".

You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note: The shortest activation interval varies depending on the plan.
Enter the Dynamics 365 domain in "Domain" and click "Test".

Check the displayed data and if there are no issues, click "Save".

Step 3: Set the Action

Next, set the action for Chatwork. Click on "Notify Chatwork".

As before, freely edit the title, check the account information, do not change the action, and click "Next".

You can obtain and enter the Room ID from the Chatwork room URL, or select from the suggestions displayed when you click the field.
Edit the "Message content" as desired for the notification. You can add items from the suggestions displayed when you click the field. Additionally, you can mention a specific user by writing [To:{Account ID}].
For information on how to obtain the necessary account ID for mentioning, please refer to this article.
After setting, click "Test" to confirm that the message has been sent, then click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
With this, the content added to Microsoft Dynamics 365 Sales will be automatically notified to Chatwork.

Other Automation Examples Using Microsoft Dynamics365 Sales

1. Notify Slack When a Lead is Created in Microsoft Dynamics365 Sales

When a lead is created in Microsoft Dynamics 365 Sales, a notification is automatically sent to Slack.
This allows the sales team to quickly grasp new lead information and supports smooth responses. It eliminates the need for manual communication tasks and improves the speed of information sharing.

2. When a lead is created in Hot Profile, also create a lead in Microsoft Dynamics 365 Sales

When a lead is created in Hot Profile, it is automatically registered in Microsoft Dynamics 365 Sales as well. This ensures that leads registered in Hot Profile are reflected in Dynamics 365 Sales, supporting consistent lead management across both systems. This eliminates the need for manual data entry, improving operational efficiency.

3. Register a lead in Hot Profile when a lead is created in Microsoft Dynamics 365 Sales

When a lead is created in Microsoft Dynamics 365 Sales, it is automatically registered in Hot Profile as well.
This eliminates the need for manual registration work and supports smooth sales activities.

Summary

The integration of Microsoft Dynamics365 Sales and Chatwork is expected to streamline the sales process and accelerate information sharing.
By automating the notification operations that were previously done manually every time a lead was registered, the sales team can quickly move on to the next action, thereby supporting an increase in competitiveness. This enhances the transparency of sales activities, management accuracy, and overall team performance.

Yoom's app integration can be easily implemented without the need for programming, so take this opportunity to experience the efficiency improvements through automation.