Create Bidsketch clients from new Microsoft Dynamics 365 CRM leads
Effortlessly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM and Bidsketch. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding client will be created in Bidsketch, ensuring your sales team never misses a potential client and maintains organized records. Save valuable time and focus on nurturing leads rather than transferring data manually.
Effortlessly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM and Bidsketch. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding client will be created in Bidsketch, ensuring your sales team never misses a potential client and maintains organized records. Save valuable time and focus on nurturing leads rather than transferring data manually.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client
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