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Firepoint CRM + Microsoft Dynamics 365 CRM

Create new Firepoint CRM leads from Microsoft Dynamics 365 CRM new leads

Effortlessly streamline your lead management process with this automation that connects Microsoft Dynamics 365 CRM and Firepoint CRM. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow will instantly add a new lead to Firepoint CRM, ensuring all your leads are consolidated and easily accessible in one CRM platform. Simplify your sales funnel and improve team efficiency with this seamless connection.

Effortlessly streamline your lead management process with this automation that connects Microsoft Dynamics 365 CRM and Firepoint CRM. When a new lead is created in Microsoft Dynamics 365 CRM, this workflow will instantly add a new lead to Firepoint CRM, ensuring all your leads are consolidated and easily accessible in one CRM platform. Simplify your sales funnel and improve team efficiency with this seamless connection.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Firepoint CRMFirepoint CRM
    Create Lead

    Creates a new lead in Firepoint.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
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About Firepoint CRM

Firepoint CRM is a customer relationship management tool designed specifically for real estate teams.

Related categories

  • CRM (Customer Relationship Management)

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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