Create ConvergeHub module entries from new Microsoft Dynamics 365 CRM leads
Easily keep your sales pipeline updated by automating the lead transfer process between Microsoft Dynamics 365 CRM and ConvergeHub. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create an entry for that lead in the ConvergeHub app. Stay organized and ensure you never miss a potential opportunity by streamlining your lead management.
Easily keep your sales pipeline updated by automating the lead transfer process between Microsoft Dynamics 365 CRM and ConvergeHub. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create an entry for that lead in the ConvergeHub app. Stay organized and ensure you never miss a potential opportunity by streamlining your lead management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Module Entry
Create a new entry in the module
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