Update Billsby customers with new Microsoft Dynamics 365 CRM leads
Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Billsby. Whenever a new lead is added in Microsoft Dynamics 365 CRM, their details will be instantly updated in Billsby, ensuring accurate and consistent data across both platforms. Save time and reduce manual effort, while maintaining a reliable customer information database.
Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Billsby. Whenever a new lead is added in Microsoft Dynamics 365 CRM, their details will be instantly updated in Billsby, ensuring accurate and consistent data across both platforms. Save time and reduce manual effort, while maintaining a reliable customer information database.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Customer Details
Update customer details
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