Create notes in Capsule CRM for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Capsule CRM with this streamlined workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a note will be attached to the corresponding entity in Capsule CRM, ensuring all relevant information is in one place. Strengthen your lead management process with this seamless integration and stay organized across both platforms.
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Capsule CRM with this streamlined workflow. When a new lead is added in Microsoft Dynamics 365 CRM, a note will be attached to the corresponding entity in Capsule CRM, ensuring all relevant information is in one place. Strengthen your lead management process with this seamless integration and stay organized across both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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