Solution Brief

LeanData & Microsoft Teams Integration

LeanData’s seamless integration with Microsoft Teams provides the ability to automate instant notifications that rapidly alert revenue team members any time a record is assigned to them.

Notifications can also be customized with relevant information to guide your reps’ next best course of action.

The result is greater SLA compliance, delivering quick, relevant engagement with your customers to facilitate an enhanced overall customer experience. 

Review the one-sheet solution brief to see how LeanData’s integration with Microsoft Teams will benefit your team, or schedule a demo to learn more. 

Tags
  • Integrations
  • Lead Management
  • Operations
  • Revenue Orchestration
  • Sales
  • Tech Stack

Related Resources

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Video
Field-Specific Merging Preferences with Cloudingo

Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder. Here’s one example of merging two leads with different preferences for different fields.