When a ticket is created in Zendesk, register a lead in Microsoft Dynamics 365 Sales.

■Overview

This is a flow to register a lead in Microsoft Dynamics365 Sales when a ticket is created in Zendesk.

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

• Companies that handle customer support with Zendesk and manage sales activities with Microsoft Dynamics365 Sales
• Those who want to use Zendesk inquiry data for sales activities
• Those aiming to improve the efficiency of information sharing between the customer support team and the sales team
• Sales department managers who want to prevent registration errors or omissions of lead information and avoid loss of sales opportunities

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■Benefits of using this template

With this flow, you can automatically register leads in Microsoft Dynamics365 Sales based on Zendesk inquiry information.

Lead information is quickly shared between the customer support and sales teams, allowing sales representatives to make timely sales approaches.
Approaching customers at times when their interest and attention are high can lead to improved deal closing rates.

Additionally, by eliminating the need for manual transcription, you can reduce human errors such as input mistakes and registration omissions, helping to prevent the loss of sales opportunities.