Katana + Microsoft Dynamics 365 CRM
Create new Katana customers from new Microsoft Dynamics 365 CRM leads
Easily streamline your sales process with this efficient automation. When you receive a new lead in Microsoft Dynamics 365 CRM, this workflow will instantly create a customer in Katana. Keep all your contacts organized and accelerate your CRM management tasks without any manual work to ensure a seamless transition from leads to customers.
Easily streamline your sales process with this efficient automation. When you receive a new lead in Microsoft Dynamics 365 CRM, this workflow will instantly create a customer in Katana. Keep all your contacts organized and accelerate your CRM management tasks without any manual work to ensure a seamless transition from leads to customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a customer.
- Free forever for core features
- 14 day trial for premium features & apps
About Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
Related categories
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
