Create Content Snare clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage new leads in your CRM by automating client creation in Content Snare. With this workflow, every time a New Lead is added to Microsoft Dynamics 365 CRM, a new client will be created in Content Snare. Streamline your sales process, ensure consistent client data, and save time by letting this simple automation handle your clients' information across both platforms.
Effortlessly manage new leads in your CRM by automating client creation in Content Snare. With this workflow, every time a New Lead is added to Microsoft Dynamics 365 CRM, a new client will be created in Content Snare. Streamline your sales process, ensure consistent client data, and save time by letting this simple automation handle your clients' information across both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps