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Create GatherUp customers from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and enhance customer experience with this automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a customer in GatherUp, ensuring a seamless transition between capturing leads and engaging with them. Save time and resources by streamlining lead management and customer engagement processes.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create CustomerCreates a new customer in GatherUp and optionally sends a feedback request.
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More things you can do with Microsoft Dynamics 365 CRM and GatherUp
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and GatherUp
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
GatherUp is an automated customer feedback and online review platform.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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