Notify directly when a lead is registered in Microsoft Dynamics365 Sales.

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■Overview

This is a flow that notifies direct 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 integration between apps.

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■Recommended for

1. Sales teams that manage leads in Microsoft Dynamics 365 Sales and use direct as an internal communication tool

・For 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

・For those who want to immediately grasp new lead occurrences in direct to prevent delays in response and enable quick approaches to customers

■Benefits of using this template

For sales representatives who do not want to miss valuable leads, the flow of [notifying direct when a lead is created in Microsoft Dynamics365 Sales] is ideal.
You can immediately check lead information and respond quickly.

By integrating Microsoft Dynamics365 Sales and direct, you can improve the response speed to leads by eliminating the need for constant checking, thereby maximizing sales opportunities.

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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

View all related templates

Direct

Yoom allows you to integrate with direct via API and no-code, enabling the automation of operations on direct through the API. For example, you can automatically send information registered in kintone or Google Sheets to direct, or notify direct when a specific email is received.

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