Create new IRIS CRM leads when Microsoft Dynamics 365 CRM contacts are updated
Effortlessly maintain an up-to-date sales pipeline by transferring updated contacts from Microsoft Dynamics 365 CRM to IRIS CRM as new leads. This workflow streamlines your contact management process, ensuring that your sales team is promptly informed of new opportunities whenever a contact is updated in Microsoft Dynamics 365 CRM. Keep your sales team organized and your records accurate with this seamless integration.
Effortlessly maintain an up-to-date sales pipeline by transferring updated contacts from Microsoft Dynamics 365 CRM to IRIS CRM as new leads. This workflow streamlines your contact management process, ensuring that your sales team is promptly informed of new opportunities whenever a contact is updated in Microsoft Dynamics 365 CRM. Keep your sales team organized and your records accurate with this seamless integration.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create New Lead
Create a new lead.
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