Add custom attributes to ChartMogul customers when new leads emerge in Microsoft Dynamics 365 CRM
Easily update your ChartMogul customer data with new lead information from Microsoft Dynamics 365 CRM using this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, their custom attributes will be added to the corresponding customer in ChartMogul via External ID. This automation helps you maintain accurate customer records and have instant access to the latest lead data, saving time and effort in manual data entry.
Easily update your ChartMogul customer data with new lead information from Microsoft Dynamics 365 CRM using this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, their custom attributes will be added to the corresponding customer in ChartMogul via External ID. This automation helps you maintain accurate customer records and have instant access to the latest lead data, saving time and effort in manual data entry.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID
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