Tag new leads in Intercom when created in Microsoft Dynamics 365 CRM
Effortlessly manage your leads in both Microsoft Dynamics 365 CRM and Intercom with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will apply or remove a specified tag on the corresponding lead in Intercom, ensuring your data stays consistent and organized across platforms. Stay on top of your leads' status and communication in a time-saving and efficient manner.
Effortlessly manage your leads in both Microsoft Dynamics 365 CRM and Intercom with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will apply or remove a specified tag on the corresponding lead in Intercom, ensuring your data stays consistent and organized across platforms. Stay on top of your leads' status and communication in a time-saving and efficient manner.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Remove Tag on Lead
Attach or remove a tag on a specific lead.
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