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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Convirza + Microsoft Dynamics 365 CRM

Convirza + Microsoft Dynamics 365 CRM

Convirza + Microsoft Dynamics 365 CRM integrations

Create leads in Microsoft Dynamics 365 CRM from new phone calls received in Convirza

When a new phone call comes in through Convirza, instantly create a lead in Microsoft Dynamics 365 CRM with this streamlined workflow. Save time, reduce the risk of errors, and ensure potential clients or opportunities are documented promptly within your CRM. This efficient process can help optimize your customer engagement strategy and potentially increase your sales pipeline.

  1. When this happens...
    New Phone Call Received
    New Phone Call Received
    New Phone Call ReceivedTriggers when a tracked phone number receives an incoming call.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Convirza and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Convirza and Microsoft Dynamics 365 CRM

    • Triggers on
      Required
    • Select tracking numbers/campaign/groups depends on above selected value
      Required
    Trigger
    Instant
    Try It
    • Triggers on
      Required
    • Select tracking numbers/campaign/groups depends on above selected value
      Required
    Trigger
    Instant
    Try It
    • Triggers on
      Required
    • Select tracking numbers/campaign/groups depends on above selected value
      Required
    Trigger
    Instant
    Try It
    • Triggers on
      Required
    • Select tracking numbers/campaign/groups depends on above selected value
      Required
    Trigger
    Instant
    Try It
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About Convirza
Convirza helps you unlock more value from what happens before, during, and after your calls.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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