■Overview
This is a flow where when lead information is registered through Facebook Ads, a Gmail is sent to the lead, and a notification is sent to a Google Chat space.
■Recommended for
1. Marketing and sales personnel using both Facebook Ads and Google Chat
・Those who want to automatically notify Google Chat 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 Google Chat to strengthen team collaboration
2. Companies or teams utilizing Google Chat
・Companies that have implemented Google Chat
・Team members who use Slack for daily communication within the team
3. Those who want to reduce manual input tasks and automate actions in Gmail and Google Chat
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative and clerical staff with many data entry tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・You can streamline operations by eliminating the need to manually input lead information obtained from Facebook Ads into Gmail or Google Chat, 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 Google Chat spaces.
・Once lead information is registered, you can automatically send emails from Gmail, greatly improving the speed of customer response.
・You can reduce the time spent on email creation by automatically sending standard emails such as greetings and attachments.
・By sharing the response status to leads on Google Chat, it becomes easy to understand who is responding to which lead, preventing duplicate responses or missed responses.
・By immediately recognizing lead acquisition through Google Chat notifications, timely follow-up becomes possible.
■Notes
・Please integrate Facebook Ads, Gmail, and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
When a message is sent to a space
When a message with a mention to the bot is sent
When a file is posted to a space
When Lead Information is Created
Retrieve List of Message IDs
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Send a message
Delete a space
Create a space
Invite a member to a space
Remove member from space
Invite a group to a space
Change a member's role in a space
Send a message to a thread
Reply quoting a message
Update space
Create a direct message space
Send a message with an attachment
Upload an attachment
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Retrieve List of Message IDsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
When a message is sent to a spaceWhen a message with a mention to the bot is sentWhen a file is posted to a space
Send a messageDelete a spaceCreate a spaceInvite a member to a spaceRemove member from spaceInvite a group to a spaceChange a member's role in a spaceSend a message to a threadReply quoting a messageUpdate spaceCreate a direct message spaceSend a message with an attachmentUpload an attachment
When Lead Information is Created
Create Ad Account ReportGet Ad Account ReportCreate Campaign ReportGet Campaign ReportCreate Ad Set ReportGet Ad Set ReportCreate Ad ReportGet Ad Report
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