When lead information is registered via Facebook Ads, send an Outlook email to the lead and notify on Slack.

■Overview

This flow sends an Outlook email to a lead and notifies a Slack channel when lead information is registered via Facebook Ads.

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■Recommended for

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

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

・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

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2. Companies or teams utilizing Slack

・Companies that have implemented Slack

・Team members who use Slack daily for internal communication

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

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

・Administrative and clerical staff with heavy data entry tasks

・Marketing professionals conducting business using digital tools

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■Benefits of using this template

・You can improve operational efficiency by eliminating the need to manually input lead information acquired from Facebook Ads into Outlook or Slack, leading to significant time savings.

・You can reduce the hassle of manually posting lead information and response status to Slack, simplifying information sharing.

・When lead information is registered, you can automatically send an email from Outlook, greatly enhancing customer response speed.

・You can reduce the time spent on email creation by automatically sending standard emails, such as greetings and attachments.

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■Notes

‍・Please integrate Facebook Ads, Outlook, and Slack with Yoom.

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