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4Degrees + Microsoft Dynamics 365 CRM

Create contacts in 4Degrees from new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by seamlessly adding them as contacts in your 4Degrees app. With this workflow, every time a new lead is added to your Dynamics 365 CRM, a contact will be created in 4Degrees, ensuring all important information is consistently organized and easily accessible across both platforms. Enhance your networking and relationship-building strategy by streamlining your sales and marketing efforts.

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by seamlessly adding them as contacts in your 4Degrees app. With this workflow, every time a new lead is added to your Dynamics 365 CRM, a contact will be created in 4Degrees, ensuring all important information is consistently organized and easily accessible across both platforms. Enhance your networking and relationship-building strategy by streamlining your sales and marketing efforts.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    4Degrees4Degrees
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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About 4Degrees

4Degrees is a relationship development tool that helps professionals build stronger, more rewarding networks.
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Related categories

  • CRM (Customer Relationship Management)

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