Add new contacts from Microsoft Dynamics 365 CRM to FreedomSoft as buyer leads
Easily manage your leads with this seamless integration between Microsoft Dynamics 365 CRM and FreedomSoft. This workflow is activated when a new contact is added in Microsoft Dynamics 365 CRM, and it immediately creates a buyer lead in FreedomSoft. Keep your sales pipeline updated and eliminate manual data entry tasks with this time-saving automation.
Easily manage your leads with this seamless integration between Microsoft Dynamics 365 CRM and FreedomSoft. This workflow is activated when a new contact is added in Microsoft Dynamics 365 CRM, and it immediately creates a buyer lead in FreedomSoft. Keep your sales pipeline updated and eliminate manual data entry tasks with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Buyer Lead
Finds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
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