Notify Microsoft Teams when a prospect is registered in GENIEE SFA/CRM.

  1. Apps
  2. GENIEE SFA/CRM
  3. Notify Microsoft Teams when a prospect is registered in GENIEE SFA/CRM.
Try this Template
No items found.
Try this template
No items found.

■Overview

This is a flow that notifies Microsoft Teams when a prospect is registered in GENIEE SFA/CRM.

‍

■Recommended for

1. Those who manage customers using GENIEE SFA/CRM

・Sales representatives who centrally manage prospective customer information

‍

2. Those who use Microsoft Teams in their daily work

・Those who use Microsoft Teams for interactions with customers

‍‍

■Benefits of using this template

GENIEE SFA/CRM is a powerful tool that supports the efficiency of sales activities, but manually notifying Microsoft Teams every time a prospect is registered is a burden for sales representatives and takes away valuable time.

By implementing this flow, a notification is automatically sent to Microsoft Teams when a prospect is registered in GENIEE SFA/CRM. This allows sales representatives to quickly grasp prospect information on Microsoft Teams and respond promptly. Additionally, by eliminating the need for manual notification tasks, more time can be dedicated to communication and negotiations with customers.

‍

■Notes

・Please integrate GENIEE SFA/CRM and Google Chat with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Retrieve the budget from Microsoft Excel at the specified date and notify Microsoft Teams.
Retrieve the budget from Microsoft Excel at the specified date and notify Microsoft Teams.
Microsoft Excel
Automatically add information received in Outlook to a Microsoft Excel summary table and notify in Microsoft Teams.
Automatically add information received in Outlook to a Microsoft Excel summary table and notify in Microsoft Teams.
Microsoft Excel
Receive an email in Gmail, categorize its importance using AI, and notify Microsoft Teams.
Receive an email in Gmail, categorize its importance using AI, and notify Microsoft Teams.
Gmail
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via Microsoft Teams.
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via Microsoft Teams.
Google Forms
Read the image posted on Microsoft Teams and reply with the content read.
Read the image posted on Microsoft Teams and reply with the content read.
Microsoft Teams
When the resignation date is updated in SmartHR, notify the relevant department of the resignee's information via Microsoft Teams.
When the resignation date is updated in SmartHR, notify the relevant department of the resignee's information via Microsoft Teams.
SmartHR
When a message is posted on Microsoft Teams, create a folder in OneDrive based on the message content.
When a message is posted on Microsoft Teams, create a folder in OneDrive based on the message content.
Microsoft OneDrive
Create a folder in Google Drive when a specific message is sent in Microsoft Teams
Create a folder in Google Drive when a specific message is sent in Microsoft Teams
Google Drive
Check the registration status of the qualified invoice issuing business operator for invoices received in Outlook using the Qualified Invoice Issuing Business Operator Publication System and notify Microsoft Teams.
Check the registration status of the qualified invoice issuing business operator for invoices received in Outlook using the Qualified Invoice Issuing Business Operator Publication System and notify Microsoft Teams.
Qualified Invoice Issuer Public Registry
Outlookで特定の件名のメールを受信したらMicrosoft Teamsに通知する
Outlookで特定の件名のメールを受信したらMicrosoft Teamsに通知する
Microsoft Outlook
本文やタイトルが特定の条件にマッチしたGmailのメール内容をMicrosoft Teamsに通知する
本文やタイトルが特定の条件にマッチしたGmailのメール内容をMicrosoft Teamsに通知する
Gmail
When the opportunity stage in Salesforce is completed, notify Microsoft Teams.
When the opportunity stage in Salesforce is completed, notify Microsoft Teams.
Salesforce
When a message is sent in Microsoft Teams, add the content to Airtable.
When a message is sent in Microsoft Teams, add the content to Airtable.
Microsoft Teams
When a message is sent in Microsoft Teams, add the content to a Google Document.
When a message is sent in Microsoft Teams, add the content to a Google Document.
Microsoft Teams
Retrieve your schedule for today from LINE WORKS every day and notify Microsoft Teams.
Retrieve your schedule for today from LINE WORKS every day and notify Microsoft Teams.
Microsoft Teams
Retrieve today's schedule from Google Calendar every day and notify Microsoft Teams.
Retrieve today's schedule from Google Calendar every day and notify Microsoft Teams.
Microsoft Teams
Notify Microsoft Teams if there is a sold-out item on BASE.
Notify Microsoft Teams if there is a sold-out item on BASE.
BASE
Read the registration number from the receipt received in Outlook, check the registration status of the business in the Qualified Invoice Issuer Public System, and notify Microsoft Teams.
Read the registration number from the receipt received in Outlook, check the registration status of the business in the Qualified Invoice Issuer Public System, and notify Microsoft Teams.
Qualified Invoice Issuer Public Registry
Read the registration number from the receipt received in Gmail, check the registration status of the business in the Qualified Invoice Issuer Public System, and notify Microsoft Teams.
Read the registration number from the receipt received in Gmail, check the registration status of the business in the Qualified Invoice Issuer Public System, and notify Microsoft Teams.
Qualified Invoice Issuer Public Registry
Read the registration number from the invoice received in Gmail, check the registration status of the business in the Qualified Invoice Issuer Public System, and notify Microsoft Teams.
Read the registration number from the invoice received in Gmail, check the registration status of the business in the Qualified Invoice Issuer Public System, and notify Microsoft Teams.
Qualified Invoice Issuer Public Registry
Add information submitted through the form to the Notion database and notify Microsoft Teams.
Add information submitted through the form to the Notion database and notify Microsoft Teams.
Notion
Notify Microsoft Teams when a payment is made via Square
Notify Microsoft Teams when a payment is made via Square
Square
Receive order forms or purchase orders from Google Forms and notify them in Microsoft Teams.
Receive order forms or purchase orders from Google Forms and notify them in Microsoft Teams.
Google Forms
When a post is made in a specified channel on Microsoft Teams, forward the content to another channel.
When a post is made in a specified channel on Microsoft Teams, forward the content to another channel.
Microsoft Teams
Receive contracts via Google Forms, read them using OCR, add them to kintone, and notify on Microsoft Teams.
Receive contracts via Google Forms, read them using OCR, add them to kintone, and notify on Microsoft Teams.
kintone
Here are some Similar Templates!
When company information is registered in GENIEE SFA/CRM, add it to Salesforce.
This is a flow for adding company information to Salesforce once it is registered in GENIEE SFA/CRM. When information is added, it is automatically registered in Salesforce as well, eliminating the need for manual entry. Additionally, the time previously spent on manual entry can be used for other tasks.‍
See details
When deal information is created in GENIEE SFA/CRM, notify Talknote.
You can notify Talknote of prospect information created in GENIEE SFA/CRM. Since you can share deal information with members in real-time, you can improve work efficiency.
See details
When company information is registered in GENIEE SFA/CRM, add it to Rakuraku Sales.
This is a flow for adding company information to Raku-Raku Sales once it is registered in GENIEE SFA/CRM. When company information is registered, data is also added to Raku-Raku Sales, reducing manual effort and streamlining operations. Additionally, by entering the quoted content, the accuracy of the information is maintained at a high level.
See details
When company information is registered in GENIEE SFA/CRM, add it to Airtable.
This is a flow for adding company information to Airtable once it is registered in GENIEE SFA/CRM. When the information is added, data is also added to Airtable based on that information, reducing the need for manual input and saving time on manual tasks. This allows you to allocate time to other tasks.‍
See details
Notify Talknote of lead information created in GENIEE SFA/CRM
You can notify Talknote of prospect information created in GENIEE SFA/CRM. Since the prospect information is linked in real-time, you can quickly consider a follow-up schedule, reducing the likelihood of delayed responses.
See details
When company information is registered in GENIEE SFA/CRM, add it to Sasuke.
This is a flow to add to Sasuke when company information is registered in GENIEE SFA/CRM. By automatically registering in Sasuke when company information is registered in GENIEE SFA/CRM, it reduces the hassle of manual input and streamlines operations.
See details
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
GENIEE SFA/CRM
At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.
Related apps
GENIEE SFA/CRM
 Templates using
View all related templates
Learn more about Yoom
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
Related apps
Microsoft Teams
Templates using
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
Learn more about Yoom
About the apps you use
GENIEE SFA/CRM
At Yoom, you can utilize the GENIEE SFA/CRM API without any coding. It is possible to receive webhooks from GENIEE SFA/CRM and integrate GENIEE SFA/CRM information with other SaaS platforms.
see details
templates
Similar apps
Wild Apricot
Teamleader
Kairos3 Sales
Bigin by Zoho CRM
Bitrix24
PHONE APPLI PEOPLE
Kommo
Amptalk Analysis
Streak
Zendesk Sell
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
see details
templates
Similar apps
WhatsAble Message
Whapi.Cloud
Direct
Telegram
Discord
Talknote
Chatwork
Google Chat
LINE WORKS
Microsoft Teams
see details
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
everything
GENIEE SFA/CRM
Microsoft Teams
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2025/01/28
                  How to Integrate Applications
                  How to integrate LINE WORKS with Microsoft Teams to receive daily notifications of your schedule from LINE WORKS in Microsoft Teams
                  r.suzuki
                  2025/01/28
                  How to Integrate Applications
                  How to integrate Intercom with Microsoft Teams to receive notifications in Microsoft Teams when a new conversation is created in Intercom
                  s.miyamoto
                  2025/01/28
                  How to Integrate Applications
                  How to integrate BASE with Microsoft Teams to notify sold-out items on BASE to Microsoft Teams
                  s.kumagai
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details