When lead information is registered in Salesforce, send an email in Outlook.

■Overview

The workflow "Send an email in Outlook when lead information is registered in Salesforce" accelerates customer follow-up.
Emails are automatically sent as soon as customer information is registered, improving work efficiency.

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■Recommended for

Those who conduct sales activities using Salesforce
Those who want to quickly check lead information registered in Salesforce and take swift action
Companies utilizing Outlook as their email client
Those who want to eliminate the hassle of manually sending emails when lead information is registered
Those who want to efficiently share lead information across the sales team and respond quickly
Those who want to maximize sales opportunities without missing new sales leads

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■Benefits of using this template

By linking Salesforce and Outlook, you can quickly send emails when lead information is entered.
Using this flow enables smooth follow-up with leads.
Appropriate early-stage responses can lead to improved customer satisfaction and increased sales.

Additionally, since lead information is sent automatically, the risk of manual errors is reduced.
This ensures accurate information transmission and improves operational efficiency.

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About the Apps You Use

Microsoft Outlook

Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.

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