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

■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 specific room in Chatwork.

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■Recommended for

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

・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 Chatwork to strengthen team collaboration

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2. Companies or teams utilizing Chatwork

・Companies that have implemented Chatwork

・Team members who use Chatwork daily for internal communication

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

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

・Administrative and clerical staff with many input tasks

・Marketing personnel conducting operations using digital tools

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■Benefits of using this template

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

・You can reduce the hassle of information sharing by eliminating the need to manually post lead information and response status to Chatwork channels.

・Since emails can be automatically sent from Outlook when lead information is registered, customer response speed is greatly improved.

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

・By sharing the response status to leads on Chatwork, it becomes easy to understand who is responding to which lead, preventing duplicate responses and missed responses.

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■Notes

‍・Please integrate Facebook Ads, Outlook, and Chatwork 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.