Club OS + Microsoft Dynamics 365 CRM
Create Club OS prospects from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your new leads by connecting Microsoft Dynamics 365 CRM to Club OS. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, it will create a prospect in Club OS, ensuring seamless lead tracking and timely follow-ups. Save time, stay organized, and never miss an opportunity to engage potential clients.
Effortlessly manage your new leads by connecting Microsoft Dynamics 365 CRM to Club OS. With this workflow, every time you add a new contact in Microsoft Dynamics 365 CRM, it will create a prospect in Club OS, ensuring seamless lead tracking and timely follow-ups. Save time, stay organized, and never miss an opportunity to engage potential clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
Creates a new Prospect
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