Create Nextiva contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Nextiva with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a new contact will be created in Nextiva, saving you valuable time and ensuring that your contact information is consistently updated across both platforms. Stay organized and never miss a potential client again with this efficient automation process.
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Nextiva with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a new contact will be created in Nextiva, saving you valuable time and ensuring that your contact information is consistently updated across both platforms. Stay organized and never miss a potential client again with this efficient automation process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new personal contact.
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