Create Nutshell persons for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by creating corresponding contacts in Nutshell. With this workflow, every time a new lead is added in Dynamics 365 CRM, a corresponding person will be created in Nutshell, ensuring a streamlined process and up-to-date customer information. Enhance your lead management and save time by automating these tasks.
Effortlessly manage your leads from Microsoft Dynamics 365 CRM by creating corresponding contacts in Nutshell. With this workflow, every time a new lead is added in Dynamics 365 CRM, a corresponding person will be created in Nutshell, ensuring a streamlined process and up-to-date customer information. Enhance your lead management and save time by automating these tasks.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Person
Creates a new Person.
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