Create deals in Follow Up Boss for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM with Follow Up Boss. With this workflow, when a new contact is added to Dynamics 365 CRM, it instantly creates a corresponding contact in Follow Up Boss, streamlining the transfer of information and enhancing productivity. This organization and seamless integration allow you to focus on closing deals and expanding your business without the need for manual intervention.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM with Follow Up Boss. With this workflow, when a new contact is added to Dynamics 365 CRM, it instantly creates a corresponding contact in Follow Up Boss, streamlining the transfer of information and enhancing productivity. This organization and seamless integration allow you to focus on closing deals and expanding your business without the need for manual intervention.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Creates a deal on a contact.
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