Create InvoiceBerry clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by adding them as clients in InvoiceBerry. With this workflow, whenever a new lead is created in your CRM, they'll be added as a client in InvoiceBerry, streamlining your invoicing process and helping you stay organized. No more manual data entry, just a seamless automation to keep your business running efficiently.
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by adding them as clients in InvoiceBerry. With this workflow, whenever a new lead is created in your CRM, they'll be added as a client in InvoiceBerry, streamlining your invoicing process and helping you stay organized. No more manual data entry, just a seamless automation to keep your business running efficiently.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
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