Microsoft Dynamics 365 CRM + Orbit
Create Orbit members for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by adding them as members in your Orbit workspace with this seamless workflow. Once activated, each new lead in your CRM will be instantly transformed into a member in Orbit, saving you time and ensuring that all your contacts are organized and easily accessible. Improve your lead nurturing process and collaborate efficiently by using this practical automation.
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by adding them as members in your Orbit workspace with this seamless workflow. Once activated, each new lead in your CRM will be instantly transformed into a member in Orbit, saving you time and ensuring that all your contacts are organized and easily accessible. Improve your lead nurturing process and collaborate efficiently by using this practical automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create a Member
Add a new member to your Orbit workspace without an associated activity.
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