Create new Perfex CRM leads from Microsoft Dynamics 365 CRM new leads
Effortlessly streamline your sales process with this convenient workflow that transfers new leads from Microsoft Dynamics 365 CRM to Perfex CRM. When a new lead is added in Microsoft Dynamics 365 CRM, the automation creates a corresponding lead in Perfex CRM, ensuring your sales team has all the necessary information in one place. Eliminate manual data entry and increase productivity by making sure your leads are organized and accessible.
Effortlessly streamline your sales process with this convenient workflow that transfers new leads from Microsoft Dynamics 365 CRM to Perfex CRM. When a new lead is added in Microsoft Dynamics 365 CRM, the automation creates a corresponding lead in Perfex CRM, ensuring your sales team has all the necessary information in one place. Eliminate manual data entry and increase productivity by making sure your leads are organized and accessible.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates new Lead
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