Create Karbon organization contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly streamline your sales process with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a corresponding organization contact in Karbon, ensuring your team is always up to date with the latest prospect information. Save time and stay organized by connecting your CRM and Karbon apps seamlessly.
Effortlessly streamline your sales process with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a corresponding organization contact in Karbon, ensuring your team is always up to date with the latest prospect information. Save time and stay organized by connecting your CRM and Karbon apps seamlessly.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Organization Contact
Triggers when a new organization contact is created.
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