Create Microsoft Dynamics 365 leads from new Bueroservice24 call notes
Whenever Bueroservice24 handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 automatically. You can filter the call notes based on call reasons. Refer to your Bueroservice24 account for your configured call reasons. This eliminates the need for creating leads manually after you get calls.
Whenever Bueroservice24 handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 automatically. You can filter the call notes based on call reasons. Refer to your Bueroservice24 account for your configured call reasons. This eliminates the need for creating leads manually after you get calls.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Lead
Creates a new lead.
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