Create estimates in Pennylane for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your lead-to-estimate process with this seamless automation between Microsoft Dynamics 365 CRM and Pennylane. Once a new lead is captured in Microsoft Dynamics 365 CRM, a corresponding estimate will be created in Pennylane, streamlining your sales pipeline and ensuring a quick and efficient response to potential clients. Enhance your lead nurturing and stay on track with this powerful workflow integration.
Effortlessly manage your lead-to-estimate process with this seamless automation between Microsoft Dynamics 365 CRM and Pennylane. Once a new lead is captured in Microsoft Dynamics 365 CRM, a corresponding estimate will be created in Pennylane, streamlining your sales pipeline and ensuring a quick and efficient response to potential clients. Enhance your lead nurturing and stay on track with this powerful workflow integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Estimate
Creates a new estimate.
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