Create Altos Research contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and contacts across platforms with this streamlined workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a contact is created in Altos Research simultaneously. Save time and ensure consistent data across both systems, making your lead management process more efficient and effective.
Effortlessly manage your leads and contacts across platforms with this streamlined workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a contact is created in Altos Research simultaneously. Save time and ensure consistent data across both systems, making your lead management process more efficient and effective.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new contact
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