Create or update eEndorsements contacts when new leads are added in Microsoft Dynamics 365 CRM
Keep your eEndorsements contacts up-to-date with this seamless workflow. When a new lead is added to your Microsoft Dynamics 365 CRM, this automation creates or updates the corresponding contact in eEndorsements. Say goodbye to manual data entry and ensure your contact information is always accurate and synchronized between both platforms.
Keep your eEndorsements contacts up-to-date with this seamless workflow. When a new lead is added to your Microsoft Dynamics 365 CRM, this automation creates or updates the corresponding contact in eEndorsements. Say goodbye to manual data entry and ensure your contact information is always accurate and synchronized between both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact
Creates a new contact.
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