When a lead is registered in Pipedrive, notify Microsoft Teams.

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  3. When a lead is registered in Pipedrive, notify Microsoft Teams.
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■Overview

This is a flow that notifies Microsoft Teams when a lead is registered in Pipedrive.

‍

■Recommended for

1. Sales departments using Pipedrive

・For those who want to quickly respond by understanding leads registered in Pipedrive in real-time

・For those who want to receive lead registration notifications on Microsoft Teams to prevent missing responses

・For those who want to flexibly set the notification destination in Microsoft Teams according to the attributes and information of the lead

‍

2. Team members who want to understand the lead status in Pipedrive

・For those who want to understand the lead acquisition status of the entire sales team and contribute to achieving the team's overall goals

・For those who want to receive notifications of important lead registrations on Microsoft Teams and provide prompt support

‍

■Benefits of using this template

Pipedrive is a very powerful tool for sales management, but manually notifying Microsoft Teams every time a lead is registered can be a significant burden for salespeople, potentially leading to missed notifications or delayed responses.

By utilizing this flow, notifications are automatically sent to Microsoft Teams when a lead is registered in Pipedrive, allowing salespeople to smoothly grasp lead registrations and respond promptly. Additionally, being freed from manual notification tasks allows more time to be dedicated to communication and negotiations with customers.

‍

■Notes

・Please link both Pipedrive and Microsoft Teams 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.

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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.
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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.
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