Create leads in Microsoft Dynamics 365 CRM from new or updated contacts in Capsule CRM
Effortlessly keep your customer information up-to-date across your CRM systems with this workflow. Whenever a new or updated contact is detected in Capsule CRM, a lead will be created in Microsoft Dynamics 365 CRM. This seamless automation ensures your sales team always has the latest contact information, without the need for manual data entry.
Effortlessly keep your customer information up-to-date across your CRM systems with this workflow. Whenever a new or updated contact is detected in Capsule CRM, a lead will be created in Microsoft Dynamics 365 CRM. This seamless automation ensures your sales team always has the latest contact information, without the need for manual data entry.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Lead
Creates a new lead.
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