Create Autotask contacts for new Microsoft Dynamics 365 CRM leads
Easily manage your leads and contacts by connecting Microsoft Dynamics 365 CRM to Autotask. With this workflow, whenever there's a new lead in Dynamics 365 CRM, it will create a contact in Autotask, ensuring a smooth transfer of information. This streamlined process helps you save time and keep your databases up-to-date without manual input.
Easily manage your leads and contacts by connecting Microsoft Dynamics 365 CRM to Autotask. With this workflow, whenever there's a new lead in Dynamics 365 CRM, it will create a contact in Autotask, ensuring a smooth transfer of information. This streamlined process helps you save time and keep your databases up-to-date without manual input.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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