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

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■Overview

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

With Yoom, you can easily implement this flow without the need for programming, enabling seamless integration between applications.

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■Recommended for

1. Sales teams that manage leads with Microsoft Dynamics 365 Sales and use LINE WORKS 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 speed of response after acquiring leads

・Those who want to immediately grasp new lead occurrences in LINE WORKS to prevent delays in response and enable quick approaches to customers

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3. Those who want to automate the manual input of messages in LINE WORKS

・Those who frequently use LINE WORKS for internal notifications

・Owners of small and medium-sized enterprises aiming for business automation

■Benefits of using this template

For those who do not want to miss valuable leads acquired in Microsoft Dynamics 365 Sales, constantly monitoring Microsoft Dynamics 365 Sales can be cumbersome, and there is a risk of missing notifications.

By implementing the [Notify LINE WORKS when a lead is created in Microsoft Dynamics365 Sales] template, you can respond promptly without missing important lead information, thereby improving operational efficiency.

The integration of Microsoft Dynamics365 Sales and LINE WORKS allows you to improve the speed of response to leads and maximize sales opportunities.

■Notes‍

・Please integrate both Microsoft Dynamics365 Sales and LINE WORKS with Yoom.

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

・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

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

・For the method of integrating LINE WORKS with My Apps, please refer to here.

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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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LINE WORKS

Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.

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