Create EZLynx personal applicants with opportunities for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and streamline your sales process with this powerful workflow. When a new lead is added to Microsoft Dynamics 365 CRM, this automation will create a personal applicant with an opportunity in EZLynx. This helps you keep your sales pipeline updated and ensures that potential clients receive timely attention, resulting in more closed deals and efficient lead management.
Effortlessly manage your leads and streamline your sales process with this powerful workflow. When a new lead is added to Microsoft Dynamics 365 CRM, this automation will create a personal applicant with an opportunity in EZLynx. This helps you keep your sales pipeline updated and ensures that potential clients receive timely attention, resulting in more closed deals and efficient lead management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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