Create communications in Cloze from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads with this seamless automation between Microsoft Dynamics 365 CRM and Cloze. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow generates a communication in Cloze, keeping your sales team updated on important information. Say goodbye to manual entry and improve response times with this time-saving solution.
Effortlessly manage your leads with this seamless automation between Microsoft Dynamics 365 CRM and Cloze. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow generates a communication in Cloze, keeping your sales team updated on important information. Say goodbye to manual entry and improve response times with this time-saving solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Communication
Create a new communication record (email or call).
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