CloseでNew Contactが登録されたらMicrosoft Teamsに通知する

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■概要
「CloseでNew Contactが登録されたらMicrosoft Teamsに通知する」フローは、営業チームの情報共有を効率化する業務ワークフローです。Closeに新しいコンタクトが追加されると、自動的にMicrosoft Teamsへ通知が送られ、チーム全体で迅速な対応が可能になります。

■このテンプレートをおすすめする方

  • Closeを使用して新規顧客を管理している営業担当者
  • Microsoft Teamsを活用してチーム内で情報共有を強化したい方
  • 新規コンタクト登録時の通知作業を自動化し、業務効率を向上させたいビジネスオーナー
  • 手動での通知に時間を取られず、より戦略的な業務に集中したい管理者

■このテンプレートを使うメリット

  • リアルタイム通知:Closeで新しいコンタクトが登録されると即座にMicrosoft Teamsに通知され、迅速な対応が可能です。
  • 業務効率の向上:手動での通知作業が不要になり、時間と労力を節約できます。
  • エラーレスな連携:自動化によりヒューマンエラーを防ぎ、正確な情報共有を実現します。
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Close CRM
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Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.
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Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
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