Create SharpSpring accounts for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM to SharpSpring. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, an account will be created in SharpSpring. This seamless automation helps you keep track of your leads and ensures consistent data across both platforms, saving you time and reducing manual errors.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM to SharpSpring. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, an account will be created in SharpSpring. This seamless automation helps you keep track of your leads and ensures consistent data across both platforms, saving you time and reducing manual errors.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Account
Create an Account in SharpSpring.
- Free forever for core features
- 14 day trial for premium features & apps