■Overview
This is a flow that notifies a Google Chat space when a new lead is registered in Pipedrive.
■Recommended for
1. Sales Teams
・Teams that manage customer inquiries with Pipedrive and share information within the team via Google Chat
・Teams that want to immediately notify team members of new leads to prompt quick responses
・Sales representatives who want to check lead information and respond while on the go using their smartphones
2. Sales Managers
・Managers who want to grasp the overall lead acquisition status in real-time and utilize it in 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
3. Marketing Teams
・Teams that consider marketing strategies and share information in Google Chat based on lead information acquired in Pipedrive
・Teams that want to understand the attributes and inflow routes of new leads to improve marketing strategies
・Teams that want to measure the effectiveness of lead nurturing strategies and consider improvements
■Benefits of Using This Template
・You can instantly receive notifications in a Google Chat space when lead information is registered, allowing sales representatives to respond quickly without missing lead acquisition opportunities.
・By consolidating lead information acquired from Pipedrive into Google Chat, there is no need to use a separate lead management tool, enabling efficient management.
・You can freely customize the notification content and recipients in Google Chat spaces, allowing flexible adaptation to your company's operations.
・Real-time information sharing in Google Chat and quick responses to leads contribute to improved customer satisfaction.
■Notes
・Please integrate both Pipedrive and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to the link below.
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