Create deals in Agile CRM for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep your CRM systems up to date with this seamless workflow between Microsoft Dynamics 365 and Agile CRM. When a new contact is added to Microsoft Dynamics 365, a deal will be instantly created in Agile CRM, ensuring that no opportunities are missed and your sales process remains streamlined and efficient. Save time and focus on growing your business with this powerful automation.
Effortlessly keep your CRM systems up to date with this seamless workflow between Microsoft Dynamics 365 and Agile CRM. When a new contact is added to Microsoft Dynamics 365, a deal will be instantly created in Agile CRM, ensuring that no opportunities are missed and your sales process remains streamlined and efficient. Save time and focus on growing your business with this powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Create a deal in the Agile CRM.
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