Create new Perfex CRM leads from Microsoft Dynamics 365 CRM contacts
Effortlessly connect Microsoft Dynamics 365 CRM and Perfex CRM for seamless lead management with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a corresponding lead in Perfex CRM, ensuring you never miss potential business opportunities. Boost organization and efficiency by leveraging this streamlined solution.
Effortlessly connect Microsoft Dynamics 365 CRM and Perfex CRM for seamless lead management with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a corresponding lead in Perfex CRM, ensuring you never miss potential business opportunities. Boost organization and efficiency by leveraging this streamlined solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates new Lead
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