When a lead is created in Microsoft Dynamics 365 Sales, register the lead in the hot profile.

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■Overview

This is a flow to register leads in Hot Profile when a lead is created in Microsoft Dynamics 365 Sales.

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■Recommended for

1. Those who want to streamline customer management by integrating Microsoft Dynamics 365 Sales with Hot Profile

・Those who want to save the effort of manually registering in Hot Profile and improve work efficiency

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2. Those who want to centrally manage customer information

・Those who want to maintain the consistency of information by centrally managing customer information and efficiently conduct marketing and sales activities

■Benefits of using this template

Hot Profile is a comprehensive tool that can manage information related to sales activities, such as customer information and tasks.
However, manually entering lead information obtained in Microsoft Dynamics 365 Sales into Hot Profile can be redundant and may lead to input errors.

By utilizing this flow, lead information created in Microsoft Dynamics 365 Sales will be automatically reflected in Hot Profile.
This allows the person in charge to smoothly build relationships with customers.

■Notes‍

・Please integrate both Hot Profile and Microsoft Dynamics 365 Sales with Yoom.

・Microsoft 365 (formerly Office 365) has plans for home use and general business use (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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About the Apps You Use

Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

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Hot Profile

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Dynamics 365 Sales

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.

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Dynamics 365 Sales

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