GatherUp + Microsoft Dynamics 365 CRM
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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a new customer in GatherUp and optionally sends a feedback request.
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