ConnectWise Manage + Microsoft Dynamics 365 CRM
Create companies in ConnectWise Manage from new leads in Microsoft Dynamics 365 CRM
Effortlessly keep your sales pipeline organized with this Microsoft Dynamics 365 CRM to ConnectWise Manage workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a company in ConnectWise Manage, ensuring your data stays up-to-date across both platforms. This seamless transfer of information eliminates manual data entry and helps maintain an efficient sales process.
Effortlessly keep your sales pipeline organized with this Microsoft Dynamics 365 CRM to ConnectWise Manage workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a company in ConnectWise Manage, ensuring your data stays up-to-date across both platforms. This seamless transfer of information eliminates manual data entry and helps maintain an efficient sales process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Company
Creates a new company.
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