Notify Google Chat when a prospect is registered in GENIEE SFA/CRM

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  2. GENIEE SFA/CRM
  3. Notify Google Chat when a prospect is registered in GENIEE SFA/CRM
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■Overview

This is a flow that notifies Google Chat when a prospect is registered in GENIEE SFA/CRM.

‍

■Recommended for

1. Those who manage customers using GENIEE SFA/CRM

・Sales representatives using GENIEE SFA/CRM for sales activities

・Marketing personnel who centrally manage prospect information

‍

2. Those who use Google Chat for business

・Those who use Google Chat for communication with customers

・Team members who use Google Chat as a means of communication between teams

‍‍

■Benefits of using this template

GENIEE SFA/CRM is an excellent tool for streamlining customer management, but manually notifying Google Chat every time a prospect is registered can be a significant burden for sales representatives, potentially leading to missed notifications and delayed responses.

By implementing this flow, notifications are automatically sent to Google Chat when a prospect is registered in GENIEE SFA/CRM, allowing sales representatives to immediately grasp the registration of prospects and respond promptly.

‍

■Notes

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

・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.

‍https://intercom.help/yoom/ja/articles/6647336

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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.
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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.
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