Callingly + Microsoft Dynamics 365 CRM
Update Microsoft Dynamics 365 CRM contacts and trigger Callingly leads to call
Keep your sales team informed and responsive with this automation that connects Microsoft Dynamics 365 CRM and Callingly. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will ensure a lead call is created in Callingly. Save time and maintain seamless communication between your CRM and call management platform for an efficient sales process.
Keep your sales team informed and responsive with this automation that connects Microsoft Dynamics 365 CRM and Callingly. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will ensure a lead call is created in Callingly. Save time and maintain seamless communication between your CRM and call management platform for an efficient sales process.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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