Create calls in Follow Up Boss for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales pipeline with this seamless workflow. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will log a call in Follow Up Boss, ensuring consistent communication with potential clients. Stay on top of your leads without the hassle of manual data entry and focus more on converting them into customers.
Effortlessly manage your sales pipeline with this seamless workflow. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will log a call in Follow Up Boss, ensuring consistent communication with potential clients. Stay on top of your leads without the hassle of manual data entry and focus more on converting them into customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Log Call
Logs a call on a contact.
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