Create or update Follow Up Boss contacts when new leads arise in Microsoft Dynamics 365 CRM
Easily manage your new leads in Microsoft Dynamics 365 CRM by seamlessly updating contacts in Follow Up Boss. With this workflow, whenever a new lead is added to Microsoft Dynamics 365 CRM, the contact will be created or updated in Follow Up Boss without triggering any action plans. Save time and ensure accuracy by automating your lead management process between these two platforms.
Easily manage your new leads in Microsoft Dynamics 365 CRM by seamlessly updating contacts in Follow Up Boss. With this workflow, whenever a new lead is added to Microsoft Dynamics 365 CRM, the contact will be created or updated in Follow Up Boss without triggering any action plans. Save time and ensure accuracy by automating your lead management process between these two platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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