Notify a lead with a template email in Gmail using Microsoft Dynamics 365 Sales

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■Overview

This is a flow to notify leads with a template email in Gmail using Microsoft Dynamics365 Sales.

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

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‍■Recommended for

1. Users of Microsoft Dynamics365 Sales

・Sales department personnel managing leads and deals

・Those who regularly add leads to Microsoft Dynamics365 Sales

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2. Those who use Gmail regularly

・Those who send template emails to leads

・Those who want to streamline the process of creating and sending emails to leads

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■Benefits of using this template

If you are sending template emails each time after registering a lead in Microsoft Dynamics365 Sales, it can be a hassle.
Additionally, if there are many registered leads, it may take a lot of time and feel burdensome.

With this flow, once a lead is created in Microsoft Dynamics365 Sales, you can send a template email to the lead from Gmail.
By automating the sending of template emails to leads, you can reduce the time spent on creating and sending emails, allowing you to dedicate more time to preparing for deals and customer interactions.

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■Notes

・Please integrate Yoom with both Microsoft Dynamics365 Sales and Gmail.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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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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Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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