Freshsales Classic + Microsoft Dynamics 365 CRM
Create notes in Freshsales Classic for new leads in Microsoft Dynamics 365 CRM
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by instantly adding a note to the corresponding deal in Freshsales Classic with this workflow. When you add a new lead in Microsoft Dynamics 365 CRM, the automation creates a note that includes the lead details and associates it with the relevant deal in Freshsales Classic. Streamline your sales process and ensure your team stays updated on crucial leads in real-time.
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by instantly adding a note to the corresponding deal in Freshsales Classic with this workflow. When you add a new lead in Microsoft Dynamics 365 CRM, the automation creates a note that includes the lead details and associates it with the relevant deal in Freshsales Classic. Streamline your sales process and ensure your team stays updated on crucial leads in real-time.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Note to Deal
Adds a note to a deal.
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