Create Canopy business contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly manage and organize your contacts with this seamless integration between Microsoft Dynamics 365 CRM and Canopy. When a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a business contact in Canopy, saving you time and ensuring your contacts stay up-to-date and accessible. Focus on growing your business while this workflow streamlines your contact management process.
Effortlessly manage and organize your contacts with this seamless integration between Microsoft Dynamics 365 CRM and Canopy. When a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a business contact in Canopy, saving you time and ensuring your contacts stay up-to-date and accessible. Focus on growing your business while this workflow streamlines your contact management process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!
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