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

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■Overview

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

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.

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■Recommended for

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

・For 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

・For those who want to immediately grasp the occurrence of new leads in Chatwork to prevent delays in response and enable quick approaches to customers

■Benefits of using this template

By using the flow [Notify Chatwork when a lead is created in Microsoft Dynamics365 Sales], you will not miss valuable leads, and sales representatives can promptly check lead information and respond quickly.

By integrating Microsoft Dynamics365 Sales with Chatwork, you can improve the response speed to leads and maximize sales opportunities.

■Notes‍

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

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

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

・Please note that the shortest trigger 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.

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Dynamics 365 Sales

Templates using

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Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

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