Create leads in Microsoft Dynamics 365 CRM from new Moneypenny messages
With this automation, whenever a new message is received in Moneypenny, a corresponding lead will be created in Microsoft Dynamics 365 CRM.
With this automation, whenever a new message is received in Moneypenny, a corresponding lead will be created in Microsoft Dynamics 365 CRM.
- When this happens...Message Received
Triggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform.
You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create Lead
Creates a new lead.
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