Cflow + Microsoft Dynamics 365 CRM
Create and submit Cflow requests for new Microsoft Dynamics 365 CRM leads
Stay on top of your new leads with this efficient automation between Microsoft Dynamics 365 CRM and Cflow. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow automatically creates a request and submits it in Cflow, streamlining your lead management process. Focus on converting your leads, while this integration ensures a smooth information transfer between platforms.
Stay on top of your new leads with this efficient automation between Microsoft Dynamics 365 CRM and Cflow. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow automatically creates a request and submits it in Cflow, streamlining your lead management process. Focus on converting your leads, while this integration ensures a smooth information transfer between platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create a Request and Submit
Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.
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