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

■Overview

This is a flow that notifies Google Chat 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 seamless integration between applications.

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■Recommended for

1. Departments that manage leads with Microsoft Dynamics 365 Sales and use Google Chat 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 quickly grasp new lead occurrences via Google Chat to prevent delays in response and enable rapid approaches to customers

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3. Those who want to automate manual message input in Google Chat

・Those who frequently use Google Chat for internal notifications

・Owners of small to medium-sized businesses aiming for business automation

■Benefits of using this template

When utilizing Microsoft Dynamics365 Sales across the department, it is important to share information about what kind of leads are being acquired individually with the entire team.
However, constantly checking both Microsoft Dynamics365 Sales and Google Chat can be cumbersome and may reduce work efficiency.

By implementing the flow [Notify Google Chat when a lead is created in Microsoft Dynamics365 Sales], lead information is automatically notified to Google Chat upon creation, enabling prompt responses, enhancing customer satisfaction, building good relationships, and potentially leading to repeat customers and new customer acquisition through word of mouth.

■Notes‍

・Please integrate both Microsoft Dynamics365 Sales and Google Chat 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, 10, 15, 30, or 60 minutes.

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

・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.