meetergo + Microsoft Dynamics 365 CRM
Create leads in Microsoft Dynamics 365 CRM from new appointments in meetergo
When a new appointment is scheduled in MeeterGo, this workflow will create a new lead in Microsoft Dynamics 365 CRM. This streamlines your process, ensuring you can swiftly identify and follow up with potential opportunities. No manual data entry required, you can focus more on building customer relationships.
When a new appointment is scheduled in MeeterGo, this workflow will create a new lead in Microsoft Dynamics 365 CRM. This streamlines your process, ensuring you can swiftly identify and follow up with potential opportunities. No manual data entry required, you can focus more on building customer relationships.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Lead
Creates a new lead.
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New Appointment
Triggers when a new appointment is created.
Try ItAppointment IDRequired
New Account
Triggers when a new account is created.
Try ItContact Updated
Triggers when a contact has been updated.
Try It
New Employee
Triggers when a new employee joins your brand.
Try ItAppointment
Appointment HostRequired
Start TimeRequired
Attendee's first nameRequired
Attendee's Last NameRequired
Attendee's EmailRequired
Notes
Meeting TypeRequired
Receive RemindersRequired
Language
Time Zone
Data Policy Accepted
New Contact
Triggers when a new contact is created.
Try ItCustom EntityRequired
Try It
