Add new Microsoft Dynamics 365 CRM leads as people in Delighted
Effortlessly manage your leads and customer feedback with this seamless workflow between Microsoft Dynamics 365 CRM and Delighted. When a new lead is created in your CRM, this automation adds their information as a Person in Delighted, allowing you to keep track of and engage with potential customers. Simplify your sales process and enhance communication by integrating these two powerful tools.
Effortlessly manage your leads and customer feedback with this seamless workflow between Microsoft Dynamics 365 CRM and Delighted. When a new lead is created in your CRM, this automation adds their information as a Person in Delighted, allowing you to keep track of and engage with potential customers. Simplify your sales process and enhance communication by integrating these two powerful tools.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Person
Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.
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