Create new Docketwise contacts from Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and contacts with this seamless Microsoft Dynamics 365 CRM and Docketwise automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a contact in Docketwise, ensuring your client information stays organized and up-to-date. Streamline your sales process and enhance your team's productivity with this smooth integration.
Effortlessly manage your leads and contacts with this seamless Microsoft Dynamics 365 CRM and Docketwise automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a contact in Docketwise, ensuring your client information stays organized and up-to-date. Streamline your sales process and enhance your team's productivity with this smooth integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new Contact
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