Create contacts in CATS for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales process with this seamless Microsoft Dynamics 365 CRM to CATS workflow. When a new lead is added in your Microsoft Dynamics 365 CRM, a contact will be created in the CATS app, ensuring all your prospect information is organized and up-to-date. Streamline your sales pipeline and focus on closing deals with this efficient automation.
Effortlessly manage your sales process with this seamless Microsoft Dynamics 365 CRM to CATS workflow. When a new lead is added in your Microsoft Dynamics 365 CRM, a contact will be created in the CATS app, ensuring all your prospect information is organized and up-to-date. Streamline your sales pipeline and focus on closing deals with this efficient automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create a Contact
Adds a new contact in CATS.
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