Create FileInvite invites for new Microsoft Dynamics 365 CRM leads automatically
Effortlessly streamline your onboarding process with this Microsoft Dynamics 365 CRM and FileInvite integration. Once a new lead is added in Dynamics 365, an invite will be created in FileInvite, allowing you to collect crucial documents and information from your leads in a timely manner. Stay organized and reduce manual work, ensuring a seamless experience for your clients.
Effortlessly streamline your onboarding process with this Microsoft Dynamics 365 CRM and FileInvite integration. Once a new lead is added in Dynamics 365, an invite will be created in FileInvite, allowing you to collect crucial documents and information from your leads in a timely manner. Stay organized and reduce manual work, ensuring a seamless experience for your clients.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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