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LEX Reception + Microsoft Dynamics 365 CRM

Create lead in Microsoft Dynamics 365 CRM for each new message in LEX Reception

Streamline your lead management process with this efficient workflow. When a new message is received in the LEX Reception app, a lead is instantly created in Microsoft Dynamics 365 CRM. This ensures all potential leads are captured promptly, improving your response time and boosting the productivity of your sales team. By seamlessly connecting LEX Reception with Microsoft Dynamics, this workflow provides a comprehensive solution for effective lead management.

Streamline your lead management process with this efficient workflow. When a new message is received in the LEX Reception app, a lead is instantly created in Microsoft Dynamics 365 CRM. This ensures all potential leads are captured promptly, improving your response time and boosting the productivity of your sales team. By seamlessly connecting LEX Reception with Microsoft Dynamics, this workflow provides a comprehensive solution for effective lead management.

  1. When this happens...
    LEX ReceptionLEX Reception
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LEX Reception triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    Trigger
    Instant
    Try It
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About LEX Reception

LEX Reception is a 24/7 legal reception dedicated to giving lawyers more time.
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Related categories

  • Customer Support
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