When a lead is created in Microsoft Dynamics 365 Sales, notify Slack.

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■Overview

This is a flow that notifies Slack when a lead is created in Microsoft Dynamics365 Sales.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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■Recommended for

1. Sales teams that manage leads with Microsoft Dynamics 365 Sales and use Slack as an internal communication tool

・Those who want to smoothly share lead information, respond quickly, and strengthen team collaboration

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2. Sales representatives who want to improve the response speed after acquiring leads

・Those who want to immediately grasp the occurrence of new leads on Slack to prevent delays in response and enable quick approaches to customers

■Benefits of using this template

For sales representatives who do not want to miss valuable leads, the flow of [notifying Slack when a lead is created in Microsoft Dynamics365 Sales] is optimal.
You can quickly check lead information and respond promptly.

By integrating Microsoft Dynamics365 Sales and Slack, you can improve the response speed to leads by eliminating the need to check each time, maximizing sales opportunities.

■Notes‍

・Please integrate each of Microsoft Dynamics365 Sales and Slack with Yoom.

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

・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use

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.

Related apps

Dynamics 365 Sales

Templates using

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Slack

Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.

Related apps

Slack