Clay + Microsoft Dynamics 365 CRM
Create Clay records from new Microsoft Dynamics 365 CRM leads for efficient management
Effortlessly manage your contacts and swiftly respond to new leads in Microsoft Dynamics 365 CRM by adding them to your Clay Table records. With this workflow, whenever a new lead is created in your CRM, a record will be generated in Clay, keeping your data organized and centralized. Stay ahead of the game and ensure no opportunity slips through the cracks with this seamless integration.
Effortlessly manage your contacts and swiftly respond to new leads in Microsoft Dynamics 365 CRM by adding them to your Clay Table records. With this workflow, whenever a new lead is created in your CRM, a record will be generated in Clay, keeping your data organized and centralized. Stay ahead of the game and ensure no opportunity slips through the cracks with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record in Table
Creates a new record in a table.
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