Housecall Pro + Microsoft Dynamics 365 CRM
Add new Microsoft Dynamics 365 CRM leads as customers in Housecall Pro
Effortlessly streamline your sales process with this workflow that connects Microsoft Dynamics 365 CRM to Housecall Pro. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a customer in Housecall Pro, saving you time and ensuring a seamless transition for your new clients. Stay organized and focus on nurturing your leads while this integration takes care of the rest.
Effortlessly streamline your sales process with this workflow that connects Microsoft Dynamics 365 CRM to Housecall Pro. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a customer in Housecall Pro, saving you time and ensuring a seamless transition for your new clients. Stay organized and focus on nurturing your leads while this integration takes care of the rest.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a new customer
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