When a reservation is registered in STORES Reservation, register a lead in Microsoft Dynamics 365 Sales.

■Overview

This is a flow that registers a lead in Microsoft Dynamics365 Sales when a reservation is registered in STORES Reservation.

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

‍

‍■Recommended for

• Those who find it cumbersome to transfer information from STORES Reservation to Microsoft Dynamics365 Sales and want to reduce working time
• Those who want to strengthen customer relationships by speeding up follow-ups immediately after reservations
• Those who want to reduce input errors in reservation data and improve the accuracy of customer management
• Sales team leaders who want to prevent missing out on leads
• Companies that operate multiple businesses and want to achieve smooth sharing of reservation information between departments

‍

■Benefits of using this template

With this flow, you can automatically register leads in Microsoft Dynamics365 Sales based on reservation information from STORES Reservation.

Since the information of the person making the reservation is quickly shared between systems, sales representatives can follow up in a timely manner after the reservation.
This is expected to strengthen the building of relationships with customers.

Additionally, as information is automatically reflected, it becomes easier to prevent missing out on leads and to share with other business representatives, thereby achieving efficiency and visibility in sales activities.