Create EZLynx commercial applicants with opportunities from new Microsoft Dynamics 365 CRM leads
Boost your sales process by seamlessly linking Microsoft Dynamics 365 CRM and EZLynx with this automation workflow. When a new lead emerges in Microsoft Dynamics 365 CRM, this workflow will automatically create a commercial applicant with an opportunity in EZLynx, keeping your pipeline organized and saving time on manual data entry. Stay focused on closing deals while your CRM and EZLynx stay perfectly in sync.
Boost your sales process by seamlessly linking Microsoft Dynamics 365 CRM and EZLynx with this automation workflow. When a new lead emerges in Microsoft Dynamics 365 CRM, this workflow will automatically create a commercial applicant with an opportunity in EZLynx, keeping your pipeline organized and saving time on manual data entry. Stay focused on closing deals while your CRM and EZLynx stay perfectly in sync.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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