■Overview
This flow sends an Outlook email to a lead and notifies a Google Chat space when lead information is registered from Facebook Ads.
■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 reduce 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 Google Chat for daily communication within the team
3. Those who want to reduce manual input tasks and automate actions between Outlook and Google Chat
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative and clerical staff with many input tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・Eliminates the need to manually input lead information obtained from Facebook Ads into Outlook or Google Chat, leading to significant time savings and improved operational efficiency.
・Removes the need to manually post lead information and response status to Google Chat channels, reducing the hassle of information sharing.
・Automatically sends emails from Outlook when lead information is registered, greatly improving customer response speed.
・Allows automatic sending of standardized emails, such as greetings and attachments, reducing the time spent on email creation.
・Sharing lead response status on Google Chat makes it easy to track who is responding to which lead, preventing duplicate responses and missed responses.
■Notes
・Please integrate Facebook Ads, Outlook, and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
https://intercom.help/yoom/ja/articles/6647336
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
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