Create Moneybird contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly keep track of new leads from your Microsoft Dynamics 365 CRM by creating a contact in Moneybird with this seamless workflow. Once set up, each time a new lead is added to Dynamics 365, a contact will be created in Moneybird, ensuring your finance and sales data remain organized and up-to-date. Streamline your sales process and eliminate manual data entry with this powerful automation.
Effortlessly keep track of new leads from your Microsoft Dynamics 365 CRM by creating a contact in Moneybird with this seamless workflow. Once set up, each time a new lead is added to Dynamics 365, a contact will be created in Moneybird, ensuring your finance and sales data remain organized and up-to-date. Streamline your sales process and eliminate manual data entry with this powerful automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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