When a lead is registered in Pipedrive, notify LINE WORKS.

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■Overview

This is a flow that notifies a LINE WORKS talk room when a new lead is registered in Pipedrive.

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■Recommended for

1. Sales Teams

・Teams that manage customer inquiries with Pipedrive and share information within the team using LINE WORKS

・Teams that want to notify all team members immediately upon new lead registration to prompt quick responses

・Sales representatives who want to check lead information and respond via smartphone while on the go

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2. Sales Managers

・Managers who want to understand the lead acquisition status of the entire team in real-time to inform sales strategies

・Managers who want to understand the response status when leads occur to improve team performance

・Managers who want to quickly identify important leads and instruct prioritized responses

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3. Customer Support Teams

・Teams that manage customer inquiries with Pipedrive and share response status using LINE WORKS

・Teams that want to notify team members immediately upon new inquiries to prevent missed responses

・Individuals who want to understand the progress of customer responses in real-time to improve the overall response status of the team

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■Benefits of Using This Template

・You can instantly receive lead registration information in the LINE WORKS talk room, allowing sales representatives to respond quickly without missing lead acquisition.

・By consolidating lead information acquired from Pipedrive into LINE WORKS, there is no need to use a separate lead management tool, allowing for efficient management.

・You can freely customize the notification content and recipients in the LINE WORKS talk room, allowing flexible adaptation to your company's operations.

・Real-time information sharing in LINE WORKS and quick responses to leads contribute to improved customer satisfaction.

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■Notes

・Please integrate both LINE WORKS and Pipedrive with Yoom.

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About the Apps You Use

Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

Related apps

Pipedrive

Templates using

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LINE WORKS

Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.

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