Create Paymo clients from new Microsoft Dynamics 365 CRM leads for seamless client management
Effortlessly manage your leads and clients with this seamless integration between Microsoft Dynamics 365 CRM and Paymo. When a new lead is added to your CRM, this automation will instantly create a client in Paymo, ensuring that your sales and project management processes stay organized and efficient. Save time and boost productivity by streamlining your lead conversion and client onboarding experience.
Effortlessly manage your leads and clients with this seamless integration between Microsoft Dynamics 365 CRM and Paymo. When a new lead is added to your CRM, this automation will instantly create a client in Paymo, ensuring that your sales and project management processes stay organized and efficient. Save time and boost productivity by streamlining your lead conversion and client onboarding experience.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
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