Microsoft Dynamics 365 CRM + Moneybird
Create sales invoices in Moneybird for new leads in Microsoft Dynamics 365 CRM
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM and instantly generate sales invoices in Moneybird with this seamless automation. Once set up, every time a new lead is created in Microsoft Dynamics 365 CRM, an invoice will be generated in Moneybird, ensuring that your sales process stays streamlined and efficient. Say goodbye to manual data entry, and focus on growing your business.
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM and instantly generate sales invoices in Moneybird with this seamless automation. Once set up, every time a new lead is created in Microsoft Dynamics 365 CRM, an invoice will be generated in Moneybird, ensuring that your sales process stays streamlined and efficient. Say goodbye to manual data entry, and focus on growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Sales Invoice
Triggers when a new sales invoice is created.
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