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

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■Overview

This is a flow that creates a lead in Microsoft Dynamics 365 Sales when a lead is created in Hot Profile.

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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 improve work efficiency by eliminating the need to manually register in Microsoft Dynamics 365 Sales

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2. Those who want to centrally manage customer information

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

■Benefits of using this template

Hot Profile is a useful tool for improving productivity by consolidating sales-related information with a focus on customer management.
However, manually registering lead information created in Hot Profile into Microsoft Dynamics 365 Sales can be cumbersome and may reduce information transparency.

For those who want to maintain high accuracy of information, the flow to [integrate Hot Profile with Microsoft Dynamics 365 Sales] is recommended.
It can prevent human errors from manual input and maintain the accuracy of information registered in Microsoft Dynamics 365 Sales.

■Notes‍

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

・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (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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