Create FreedomSoft buyer leads from new Microsoft Dynamics 365 CRM leads
Save time and streamline your lead management process with this seamless automation between Microsoft Dynamics 365 CRM and FreedomSoft. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a buyer lead in FreedomSoft, keeping your sales pipeline organized and updated. Stay focused on nurturing your leads and let this integration handle the behind-the-scenes work for you.
Save time and streamline your lead management process with this seamless automation between Microsoft Dynamics 365 CRM and FreedomSoft. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a buyer lead in FreedomSoft, keeping your sales pipeline organized and updated. Stay focused on nurturing your leads and let this integration handle the behind-the-scenes work for you.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
- Free forever for core features
- 14 day trial for premium features & apps