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LeadConnector + Microsoft Dynamics 365 CRM

Create opportunities in LeadConnector from new contacts in Microsoft Dynamics 365 CRM

Effortlessly manage your sales pipeline with this Microsoft Dynamics 365 CRM and LeadConnector automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will ensure that the corresponding opportunity is updated or added in LeadConnector, keeping your sales team informed and organized. Stay focused on closing deals while this integration takes care of the data entry for you.

Effortlessly manage your sales pipeline with this Microsoft Dynamics 365 CRM and LeadConnector automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will ensure that the corresponding opportunity is updated or added in LeadConnector, keeping your sales team informed and organized. Stay focused on closing deals while this integration takes care of the data entry for you.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Related categories

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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.