■Overview
This flow integrates with Microsoft Teams to notify a specified channel when a new lead is registered in Zoho CRM.
■Recommended for
1. Individuals responsible for converting leads into customers
・Sales assistants or department heads
・Sales representatives of companies exhibiting at trade shows or events
2. Those managing business card and company contact data in Zoho CRM
・Administrative staff using digital tools for schedule management
・Marketing personnel
3. Those looking to reduce manual work and automate processes
・Owners of small to medium-sized businesses aiming for business automation
・Administrative staff seeking to improve data accuracy
■Benefits of using this template
・Automatically notifies the completion of registration in Zoho CRM, eliminating the need for manual communication and improving work efficiency.
・By notifying Microsoft Teams, it facilitates team-wide awareness and information sharing about lead information, enhancing overall team collaboration.
・When a new lead is registered, immediate notification to the specified Microsoft Teams channel ensures that sales representatives do not miss lead acquisition and enables prompt follow-up.
■Notes
・Please integrate both Microsoft Teams and Zoho CRM with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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