When a lead is registered in Microsoft Dynamics 365 Sales, add it to Google Sheets.

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■Overview

This is a flow that adds a lead to Google Sheets when it is registered in Microsoft Dynamics365 Sales.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.

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‍■Recommended for

1. Those who use Microsoft Dynamics365 Sales for business

・Those who centrally manage lead information in Microsoft Dynamics365 Sales

・Those who utilize it to improve the productivity of sales activities

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2. Those who share information using Google Sheets

・Those who transcribe lead information into Google Sheets and share it within the team

・Those who want to streamline the transcription work into Google Sheets

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■Benefits of using this template

When sharing lead information by transcribing data from Microsoft Dynamics365 Sales to Google Sheets, it can be time-consuming and labor-intensive.
Additionally, if the transcription work takes too much time, it reduces the time available for other tasks, potentially lowering productivity.

With this flow, you can add leads to Google Sheets as soon as they are registered in Microsoft Dynamics365 Sales, reducing the effort of transcription work.
By eliminating the need for manual transcription, you can allocate more time to other important tasks, thereby improving productivity.

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■Notes

・Please integrate Yoom with both Microsoft Dynamics365 Sales and Google Sheets.

・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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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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