freee + Microsoft Dynamics 365 CRM
Create partners in freee from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads and partnerships with this efficient workflow. When a new lead is added to your Microsoft Dynamics 365 CRM, a corresponding partner will be created in the freee app. This seamless integration streamlines your lead and partner management process, keeping your records organized and up-to-date.
Effortlessly manage your leads and partnerships with this efficient workflow. When a new lead is added to your Microsoft Dynamics 365 CRM, a corresponding partner will be created in the freee app. This seamless integration streamlines your lead and partner management process, keeping your records organized and up-to-date.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Partner
Creates a new partner.
- Free forever for core features
- 14 day trial for premium features & apps
About freee
freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office tasks.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
