Create contacts in Capsule CRM for new leads in Microsoft Dynamics 365 CRM
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM and Capsule CRM. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in Capsule CRM. Stay organized and save time, ensuring that all your important leads get the attention they deserve in both platforms.
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM and Capsule CRM. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, a contact will be created in Capsule CRM. Stay organized and save time, ensuring that all your important leads get the attention they deserve in both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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