Create and update Clay records from new Microsoft Dynamics 365 CRM leads
Efficiently maintain lead organization and accuracy with this workflow between Microsoft Dynamics 365 CRM and Clay. When a new lead is added to Dynamics 365 CRM, the respective record in a Clay table will be updated, ensuring consistency and up-to-date information across both platforms. Eliminate manual data entry, save time, and enhance team productivity with this streamlined process.
Efficiently maintain lead organization and accuracy with this workflow between Microsoft Dynamics 365 CRM and Clay. When a new lead is added to Dynamics 365 CRM, the respective record in a Clay table will be updated, ensuring consistency and up-to-date information across both platforms. Eliminate manual data entry, save time, and enhance team productivity with this streamlined process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Record in Table
Updates a record in a table.
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