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Agent Legend + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM leads to Agent Legend campaigns as contacts

Effortlessly manage your new leads with this efficient workflow between Microsoft Dynamics 365 CRM and Agent Legend. Whenever a new lead is added to your CRM, they'll be instantly included in an Agent Legend campaign, helping your sales team stay organized and focused on building strong relationships with potential customers. Save time and boost the effectiveness of your lead nurturing process with this seamless automation.

Effortlessly manage your new leads with this efficient workflow between Microsoft Dynamics 365 CRM and Agent Legend. Whenever a new lead is added to your CRM, they'll be instantly included in an Agent Legend campaign, helping your sales team stay organized and focused on building strong relationships with potential customers. Save time and boost the effectiveness of your lead nurturing process with this seamless automation.

  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!
    Agent LegendAgent Legend
    Add Contact to Campaign

    Adds a contact to a campaign.

    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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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Agent Legend

Agent Legend is an automated, multi-channel marketing tool.
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Related categories

  • CRM (Customer Relationship Management)

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