Create new Crelate companies from Microsoft Dynamics 365 CRM leads
Efficiently manage your new leads with this automation that connects Microsoft Dynamics 365 CRM and Crelate. When a new lead is added to your Microsoft Dynamics 365 CRM, this workflow will create a company in your Crelate account. Streamline your lead generation process and improve your sales team's productivity without having to worry about manual data entry.
Efficiently manage your new leads with this automation that connects Microsoft Dynamics 365 CRM and Crelate. When a new lead is added to your Microsoft Dynamics 365 CRM, this workflow will create a company in your Crelate account. Streamline your lead generation process and improve your sales team's productivity without having to worry about manual data entry.
- 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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