Create opportunities in Capsule CRM from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales pipeline by integrating Microsoft Dynamics 365 CRM and Capsule CRM. With this workflow, when a new lead is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Capsule CRM, streamlining your sales process and ensuring no leads fall through the cracks. Keep your team focused on closing deals and let this automation handle the data transfer for you.
Effortlessly manage your sales pipeline by integrating Microsoft Dynamics 365 CRM and Capsule CRM. With this workflow, when a new lead is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Capsule CRM, streamlining your sales process and ensuring no leads fall through the cracks. Keep your team focused on closing deals and let this automation handle the data transfer for you.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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