Create new Cliengo customers from Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and customers by integrating Microsoft Dynamics 365 CRM with Cliengo. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow automatically adds them as a customer in Cliengo, ensuring your customer data stays organized and up-to-date. Eliminate manual data entry and let this automation streamline your business processes for a more efficient customer management experience.
Effortlessly manage your leads and customers by integrating Microsoft Dynamics 365 CRM with Cliengo. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow automatically adds them as a customer in Cliengo, ensuring your customer data stays organized and up-to-date. Eliminate manual data entry and let this automation streamline your business processes for a more efficient customer management experience.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Crear Cliente / Create Customer
Crear un nuevo contacto / Creates a new customer.
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