📝 Overview

Yoom allows you to integrate with Microsoft Dynamics 365 Sales, enabling you to perform a variety of tasks, such as registering or retrieving lead information, creating deals, and more.

Additionally, you can trigger a Flowbot based on specific actions that occur within Microsoft Dynamics 365 Sales.

To view the information (output) from triggers and actions, simply click the Test button in the settings screen, and check the output field.

🙌 What You Can Do

Trigger when a new lead is created
Set up a trigger that activates whenever a new lead is created in Dynamics 365 Sales.
Trigger when an account is created or updated
Set up a trigger that activates whenever an account is either created or updated.
Register lead information from a form submission
Automatically register lead data using information submitted via a form.
Update deal information
Keep your deal information up-to-date in Dynamics 365 Sales when changes happen in other apps.

🙅‍♂️ What You Cannot Do

Actions that are not listed in the following list are not supported.

🏃‍♀️ List of Actions

Trigger Actions

Triggers are activated at different intervals depending on the plan you’re using.

Integrate with Apps Actions

All actions use the Microsoft Dynamics 365 domain. When retrieving or updating data, you need to use the ID of each item to specify which data to access.

For custom fields, make sure to use the logical name of the field when performing updates.

These are the features available when you integrate Yoom with Microsoft Dynamics 365 Sales. This integration allows you to automate key actions like registering leads, updating deals, and much more. 🎉

Related Keywords

Microsoft Dynamics 365 Sales, Microsoft Dynamics 365, Yoom Dynamics 365 integration, Lead registration, Trigger actions, Update deals, Microsoft Dynamics custom fields, App integration, Flowbot automation