Register a specified customer from Microsoft Dynamics 365 Sales as a contact in Intercom

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■Overview

This is a flow to register specified customers from Microsoft Dynamics365 Sales as contacts in Intercom.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with the Chrome extension, you can directly activate the trigger from Microsoft Dynamics365 Sales.

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■Recommended for

1. Companies managing customers using Microsoft Dynamics365 Sales

・Those who want to integrate customer information registered in Microsoft Dynamics365 Sales with other tools

・Those who find it cumbersome to manually transfer customer information

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2. Those using Intercom for customer communication

・Those who want to centrally manage customer information for quick response

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■Benefits of using this template

When managing information using different apps, there is the hassle of entering the same information twice. It is recommended to use the template [Register specified customers from Microsoft Dynamics365 Sales as contacts in Intercom].
By automatically reflecting customer information from Microsoft Dynamics365 Sales to Intercom with one click, you can eliminate the hassle of manual data entry.

Previously, staff who took time for data transfer can expect improved work efficiency.

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■Notes

・Please connect both Microsoft Dynamics365 Sales and Intercom with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

・For instructions on integrating Intercom with My Apps, please refer to here.

・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.

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About the Apps You Use

Intercom

Yoom allows you to integrate with Intercom's API without any code, enabling the automation of various tasks. For example, when a reply from a user occurs in Intercom, notifications can be sent to Slack, Chatwork, and other platforms. Additionally, it is possible to synchronize Intercom's information with Yoom's database to consolidate information.

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Intercom

Templates using

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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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