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Funil de Vendas + Microsoft Dynamics 365 CRM

Create opportunities in Funil de Vendas when contacts are updated in Microsoft Dynamics 365 CRM

Keep your sales process efficient by automatically creating opportunities in Funil de Vendas whenever a contact is updated in Microsoft Dynamics 365 CRM. This workflow ensures that your sales team has the latest information on potential customers and can focus their time on closing deals rather than on manual updates.

Keep your sales process efficient by automatically creating opportunities in Funil de Vendas whenever a contact is updated in Microsoft Dynamics 365 CRM. This workflow ensures that your sales team has the latest information on potential customers and can focus their time on closing deals rather than on manual updates.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    Funil de VendasFunil de Vendas
    Create Opportunity

    Creates an Opportunity

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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funil-de-vendas logo

About Funil de Vendas

Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.
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Related categories

  • CRM (Customer Relationship Management)

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