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Leap CRM + Microsoft Dynamics 365 CRM

Leap CRM + Microsoft Dynamics 365 CRM

Create Leap CRM leads from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales leads with this workflow, which connects Microsoft Dynamics 365 CRM to the Leap CRM app. When a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a corresponding lead in Leap CRM, ensuring your team stays updated on potential sales opportunities. Boost efficiency and keep your sales pipeline organized with this seamless connection between the two platforms.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a Lead on the APP
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More things you can do with Microsoft Dynamics 365 CRM and Leap CRM

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Leap CRM

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Leap CRM
Leap CRM is a tool for roofers and remodelers to win and manage more jobs. Simplify your workflow with roofing and remodeling contractor software.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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