JobNimbus + Microsoft Dynamics 365 CRM
Create new leads in Microsoft Dynamics 365 CRM from JobNimbus activities
Efficiently streamline your sales process by connecting JobNimbus activities to Microsoft Dynamics 365 CRM leads. With this workflow, when a new activity is created in JobNimbus, a lead is instantly generated in Microsoft Dynamics 365 CRM. This allows your sales team to focus on tracking leads and handling conversions more quickly, eliminating the need for manual data entry.
Efficiently streamline your sales process by connecting JobNimbus activities to Microsoft Dynamics 365 CRM leads. With this workflow, when a new activity is created in JobNimbus, a lead is instantly generated in Microsoft Dynamics 365 CRM. This allows your sales team to focus on tracking leads and handling conversions more quickly, eliminating the need for manual data entry.
- When this happens...Job Created, Modified or Deleted
Trigger when a new job is created, modified or deleted.
- automatically do this!Create Lead
Creates a new lead.
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FilterRequired
Try ItFileRequired
FilenameRequired
Related IdRequired
Attachment Type
Description
External ID
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
Display NameRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
FilterRequired
Try ItFirst Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
IdRequired
First Name
Last Name
Company
Email
Contact Type
Status Name
Source Name
Description
Sales Rep Name
Home Phone
Mobile Phone
Work Phone
Fax Number
Website
Address Line 1
Address Line 2
City
State Text
Zip
Created By Name
Date Created
Date Start
Date End
Tags
External Id
NameRequired
Primary Contact IdRequired
Address Line 1Required
Address Line 2
CityRequired
State TextRequired
ZipRequired
Country Name
Tags
Date Created
Date Start
Date End
Job Type
Status Name
External Id
