When lead information is registered through Facebook Ads, send an Outlook email to the lead and notify Microsoft Teams.

■Overview

This is a flow where when lead information is registered via Facebook Ads, an Outlook email is sent to the lead and a notification is sent to a Microsoft Teams channel.

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■Recommended for

1. Marketing and sales personnel using both Facebook Ads and Microsoft Teams

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

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

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

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2. Companies or teams utilizing Microsoft Teams

・Companies that have implemented Microsoft Teams

・Team members who use Microsoft Teams for daily communication within the team

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3. Those looking to reduce manual input work and automate processes

・Owners of small to medium-sized businesses aiming for operational efficiency

・Administrative and clerical staff with a lot of input tasks

・Marketing personnel conducting business using digital tools

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■Benefits of using this template

・Eliminates the need to manually input lead information obtained from Facebook Ads into Outlook or Microsoft Teams, leading to significant time savings and improved operational efficiency.

・Removes the need to manually post lead information and response status to Microsoft Teams channels, reducing the hassle of information sharing.

・Automatically sends emails from Outlook 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.

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■Notes

‍・Please integrate Facebook Ads, Outlook, and Microsoft Teams with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.