HigherGov + Microsoft Dynamics 365 CRM
Create new accounts in Microsoft Dynamics 365 CRM when new pursuits are added in HigherGov
Easily manage your pursuits and potential accounts with this quick and effective workflow. When a new pursuit is added in HigherGov, an account is immediately created in Microsoft Dynamics 365 CRM. This automation not only saves you time but also ensures that valuable lead information is seamlessly transferred and recorded in your CRM. Keep your sales pipeline in sync and never miss a follow-up with potential clients again.
Easily manage your pursuits and potential accounts with this quick and effective workflow. When a new pursuit is added in HigherGov, an account is immediately created in Microsoft Dynamics 365 CRM. This automation not only saves you time but also ensures that valuable lead information is seamlessly transferred and recorded in your CRM. Keep your sales pipeline in sync and never miss a follow-up with potential clients again.
- When this happens...Pursuit Added
Triggers when a pursuit has been added to the pipeline.
- automatically do this!Create Account
Creates a new account.
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