Add notes to Livespace for new leads in Microsoft Dynamics 365 CRM
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM and Livespace. With this workflow, whenever a new lead is added in Microsoft Dynamics 365, a person note will be created in Livespace, ensuring all relevant information and updates are readily available for your sales team. Enhance collaboration and stay organized by automating this crucial step in your sales pipeline.
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM and Livespace. With this workflow, whenever a new lead is added in Microsoft Dynamics 365, a person note will be created in Livespace, ensuring all relevant information and updates are readily available for your sales team. Enhance collaboration and stay organized by automating this crucial step in your sales pipeline.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Person Note
Adds a note to existing person.
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