When lead information is registered via Facebook Ads, send a Gmail to the lead and notify in Chatwork.

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■Overview

This flow sends a Gmail to a lead and notifies a specific room in Chatwork when lead information is registered via Facebook Ads.

■Recommended for

1. Marketing and sales personnel using both Facebook Ads and Slack

・Those who want to automatically notify Slack of lead information acquired from Facebook Ads for prompt response

・Those who want to reduce the hassle of manual notifications and information sharing

・Those who want to share lead information on Slack to strengthen team collaboration

2. Companies or teams utilizing Slack

・Companies that have implemented Slack

・Team members who use Slack daily for internal communication

3. Those who want to reduce manual input tasks and automate actions between Gmail and Chatwork

・Owners of small and medium-sized enterprises aiming for operational efficiency

・Administrative staff with many input tasks

・Marketing personnel conducting operations using digital tools

■Benefits of using this template

・Eliminates the need to manually input lead information from Facebook Ads into Gmail or Chatwork, significantly reducing time and improving operational efficiency.

・Removes the need to manually post lead information and response status in Chatwork rooms, reducing the hassle of information sharing.

・Automatically sends emails from Gmail when lead information is registered, greatly improving customer response speed.

・Allows for the automatic sending of standardized emails, such as greetings and attachments, reducing the time spent on email creation.

・Sharing lead response status on Chatwork makes it easy to identify who is handling which lead, preventing duplicate responses or missed follow-ups.

・Immediate awareness of lead acquisition through Chatwork notifications enables timely follow-ups.

Notes

・Please integrate Facebook Ads, Gmail, and Chatwork with Yoom.

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About the Apps You Use
Meta Ads (Facebook)
Meta Ads (Facebook)
 Templates using
Gmail
Gmail
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Chatwork
Chatwork
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