Create or update Agile CRM contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and contacts between Microsoft Dynamics 365 CRM and Agile CRM with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in Agile CRM. Stay organized and keep your databases up-to-date by simplifying your lead and contact management process.
Effortlessly manage your leads and contacts between Microsoft Dynamics 365 CRM and Agile CRM with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding contact in Agile CRM. Stay organized and keep your databases up-to-date by simplifying your lead and contact management process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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