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

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  2. Pipedrive
  3. When a lead is registered in Pipedrive, notify via LINE.
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■Overview

This is a flow that notifies you on LINE when a lead is registered in Pipedrive.

‍

■Recommended for

1. Sales departments using Pipedrive

・Those who want to smoothly understand leads registered in Pipedrive and respond quickly

・Those who want to receive lead registration notifications on LINE to prevent missing responses

・Those who want to flexibly set LINE notification destinations according to lead attributes and information

‍

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

・Those who want to understand the lead acquisition status of the entire sales team and contribute to achieving team goals

・Those who want to receive notifications of important lead registrations on LINE and provide prompt support

‍

■Benefits of using this template

Pipedrive is a tool to streamline sales activities, but quick response after a lead is registered is essential for improving customer experience and strengthening lead nurturing. Manual LINE notifications can lead to delays and oversights, potentially missing valuable business opportunities.

By utilizing this flow, when a lead is registered in Pipedrive, a notification is automatically sent to LINE, allowing the person in charge to smoothly understand the lead information and take prompt action. Initial response when the lead's interest is high contributes to improving customer experience and increasing conversion rates.

‍

■Notes

・Please integrate both Pipedrive and LINE 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.
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Yoom allows you to utilize LINE's API without any coding. For example, you can send notifications to LINE group chats or forward attachments received via email to LINE.
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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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