Microsoft Dynamics 365 CRM + NextAgency
Update NextAgency leads when Microsoft Dynamics 365 CRM contacts are updated
Keep your leads updated across your CRM and NextAgency seamlessly with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a lead in NextAgency instantly. Save time and ensure consistency by maintaining up-to-date lead information in both platforms effortlessly.
Keep your leads updated across your CRM and NextAgency seamlessly with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a lead in NextAgency instantly. Save time and ensure consistency by maintaining up-to-date lead information in both platforms effortlessly.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Lead
will create lead in NextAgency.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.