Create deals in Follow Up Boss for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads and close more deals with this seamless workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. When a new lead is added in your Microsoft Dynamics 365 CRM, a corresponding deal will be created in Follow Up Boss, ensuring no lead falls through the cracks and allowing you to focus on building lasting relationships with your clients. Save time and stay organized by automating this important aspect of your sales process.
Effortlessly manage your leads and close more deals with this seamless workflow between Microsoft Dynamics 365 CRM and Follow Up Boss. When a new lead is added in your Microsoft Dynamics 365 CRM, a corresponding deal will be created in Follow Up Boss, ensuring no lead falls through the cracks and allowing you to focus on building lasting relationships with your clients. Save time and stay organized by automating this important aspect of your sales process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Deal
Creates a deal on a contact.
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