Use this template - [ Ссылка ]
Interested in automating even more Microsoft Teams and Salesforce use-cases quickly? Check this page - [ Ссылка ]
Don’t have an Automate.io account? Create your free account here - [ Ссылка ]
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Every new lead that your business generates is an opportunity to grow. Never let any new lead slip away with the help of Automate.io. Automate.io is a simple tool that connects your favorite web apps and automates your tedious manual work so you can spend your time working on things that matter to you.
To begin, visit the template page above, click on this use case box and then the Get Started button.
You will see the ‘Add Accounts’ screen. Here you will connect your Microsoft Teams & Salesforce accounts to Automate.io. Now, let’s enter our account credentials. We always keep your data secure with bank-level encryption.
Alright! Our apps are connected. Now, let’s build this automation, also called a Bot.
First, let’s focus on Salesforce. It is our trigger app, which starts our Bot. This Bot triggers every time there is a new lead in Salesforce. Also, do check out the other triggers that we have for you here. And, let’s move to Microsoft Teams. It’s the action app that performs our desired action. In this case, we want to send a message every time there is a new lead in Salesforce. However, you can modify this integration and get notified of new contacts or opportunities or whatever you want here.
Now it's time to map the data we want from our lead. To send much more detailed notifications, you can take the help of these additional fields.
We’ve now set up our bot. Click Next. And test it out. Now, come back to your Automate.io dashboard. Alright, it looks good.
Let’s check our Microsoft Teams account. There you go! Your bot will now run in the background and do all the work for you. Now, you can immediately contact each lead as and when it comes and close more deals for your business.
And remember, we’re available 24x5 on our in-app chat or email us at help@automate.io. Don’t forget to subscribe to us.
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