The Salespeople get a call from a new customer, they can register a new client using our simple form in SharePoint. The forms have been created using SPFx (SharePoint Framework) with React. The data from the form will then be processed and sent to DataVerse using a Cloud Flow to create a new contact.
When the form is submitted, it creates a record in SharePoint, which we then create a contact in DataVerse with.
When the customer gets created in DataVerse we figured out we want to create a flow that alerts on both email and teams chat when a new customer arrives, this allows our resources to verify the customer and add the customer to our flow.
When a contact record is created, we automatically post a message in teams and send an email to our dedicated email.
Tag: Plug’n’Play & Stairway to Heaven