Create Jobber clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads with this automation workflow that connects Microsoft Dynamics 365 CRM and Jobber. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a client is created in Jobber, streamlining your client management process. Stay organized and save time by letting this workflow handle the task for you.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Microsoft Dynamics 365 CRM and Jobber
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Jobber
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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