Encharge + Microsoft Dynamics 365 CRM
Create or update Encharge persons when new leads are added in Microsoft Dynamics 365 CRM
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by updating corresponding contact records in Encharge with this workflow. Whenever there's a new lead in Dynamics 365 CRM, this automation will add or update the person's details in Encharge, ensuring you always have accurate and up-to-date information. Focus on nurturing your leads while this workflow takes care of the contact updates seamlessly.
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by updating corresponding contact records in Encharge with this workflow. Whenever there's a new lead in Dynamics 365 CRM, this automation will add or update the person's details in Encharge, ensuring you always have accurate and up-to-date information. Focus on nurturing your leads while this workflow takes care of the contact updates seamlessly.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add or Update Person
Create a new person or update an existing one.
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