Create opportunities in Autotask for new contacts in Microsoft Dynamics 365 CRM
Effortlessly streamline your sales process with this Microsoft Dynamics 365 CRM to Autotask workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Autotask, saving you time and ensuring your sales team can efficiently follow up with every lead. Focus on building relationships while this automation handles the data entry for you.
Effortlessly streamline your sales process with this Microsoft Dynamics 365 CRM to Autotask workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Autotask, saving you time and ensuring your sales team can efficiently follow up with every lead. Focus on building relationships while this automation handles the data entry for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Opportunity
Triggers when a new opportunity is found.
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