Create leads in Microsoft Dynamics 365 CRM for new activities in Clio
Effortlessly manage your leads by connecting Clio and Microsoft Dynamics 365 CRM with this seamless workflow. When a new activity is added in Clio, a lead will be created in Microsoft Dynamics 365 CRM, ensuring your sales team stays informed and can quickly respond to new opportunities. Improve efficiency and collaboration between your legal and sales departments without any manual data entry involved.
Effortlessly manage your leads by connecting Clio and Microsoft Dynamics 365 CRM with this seamless workflow. When a new activity is added in Clio, a lead will be created in Microsoft Dynamics 365 CRM, ensuring your sales team stays informed and can quickly respond to new opportunities. Improve efficiency and collaboration between your legal and sales departments without any manual data entry involved.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a new lead.
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