■Overview
This is a flow that notifies Discord 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.
■Recommended for
1. Departments that manage leads in Microsoft Dynamics 365 Sales and use Discord as an internal communication tool
・Those who want to smoothly share lead information, respond quickly, and strengthen team collaboration
2. Sales representatives who want to improve the speed of response after acquiring leads
・Those who want to quickly grasp the occurrence of new leads via Discord to prevent delays in response and enable rapid customer approach
3. Those who want to automate the manual input of messages into Discord
・Those who frequently use Discord for internal notifications
・Owners of small and medium-sized enterprises aiming for business automation
■Benefits of using this template
When the entire department utilizes Microsoft Dynamics365 Sales, it is important to share information about what kind of leads are being acquired individually with the whole team.
However, constantly checking both Microsoft Dynamics365 Sales and Discord can be cumbersome and may reduce work efficiency.
By utilizing this flow, when a lead is created, lead information is automatically notified in Discord, allowing for quick responses, which can enhance customer satisfaction, build good relationships, and potentially lead to acquiring repeat customers and new customers through word of mouth.
■Notes
・Please integrate Yoom with both Microsoft Dynamics365 Sales and Discord.
・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.
・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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