Microsoft Dynamics 365 CRM + Tallyfy
Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM
Acting consistently and quickly is how you win leads. When a new lead enters your Microsoft Dynamics CRM, this integration will run your Tallyfy pre-sales process. This way, you can be sure that the right task is done quickly and consistently, every time you get a lead. Without a consistent sales process - it's difficult to make your sales growth faster and more predictable.
Acting consistently and quickly is how you win leads. When a new lead enters your Microsoft Dynamics CRM, this integration will run your Tallyfy pre-sales process. This way, you can be sure that the right task is done quickly and consistently, every time you get a lead. Without a consistent sales process - it's difficult to make your sales growth faster and more predictable.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Launch Process
Launch a new process using a templates.
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