Magentrix + Microsoft Dynamics 365 CRM
Create Magentrix entity records for new Microsoft Dynamics 365 CRM leads
Effortlessly manage leads between Microsoft Dynamics 365 CRM and Magentrix with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an entity record in Magentrix. Save time and stay organized by keeping both platforms seamlessly updated, making lead tracking and follow-ups hassle-free.
Effortlessly manage leads between Microsoft Dynamics 365 CRM and Magentrix with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an entity record in Magentrix. Save time and stay organized by keeping both platforms seamlessly updated, making lead tracking and follow-ups hassle-free.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Entity Record
Creates a new record of your chosen Entity Type.
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