Create personal prospects in EZLynx for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep track of new contacts by using this workflow to connect Microsoft Dynamics 365 CRM and EZLynx. Whenever a new contact is added to your CRM system, their information will be instantly transferred to EZLynx, creating a Personal Prospect entry. This seamless integration allows you to manage your connections more efficiently and eliminates manual data entry, saving time and reducing errors.
Effortlessly keep track of new contacts by using this workflow to connect Microsoft Dynamics 365 CRM and EZLynx. Whenever a new contact is added to your CRM system, their information will be instantly transferred to EZLynx, creating a Personal Prospect entry. This seamless integration allows you to manage your connections more efficiently and eliminates manual data entry, saving time and reducing errors.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Personal Prospect
Creates a new personal prospect.
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