Create new EZLynx applicants with opportunities from new Microsoft Dynamics 365 CRM contacts
Streamline your lead management process with this seamless workflow between Microsoft Dynamics 365 CRM and EZLynx. When a new contact is added in Dynamics 365 CRM, it automatically creates a personal applicant with an opportunity in EZLynx. This way, you can efficiently manage new leads and sales opportunities without any manual data entry, ensuring consistent and accurate information across both platforms.
Streamline your lead management process with this seamless workflow between Microsoft Dynamics 365 CRM and EZLynx. When a new contact is added in Dynamics 365 CRM, it automatically creates a personal applicant with an opportunity in EZLynx. This way, you can efficiently manage new leads and sales opportunities without any manual data entry, ensuring consistent and accurate information across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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