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Microsoft Dynamics 365 CRM + PersistIQ

Microsoft Dynamics 365 CRM + PersistIQ

Microsoft Dynamics 365 CRM + PersistIQ integrations

Create PersistIQ prospects from new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your sales process with this workflow that connects Microsoft Dynamics 365 CRM to PersistIQ. Whenever a new lead is added to your Dynamics 365 CRM, this automation will create a prospect in PersistIQ, ensuring a seamless flow of information between both platforms and allowing your team to focus on nurturing those potential clients. Enhance team productivity and never miss an opportunity again.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Prospect
    Create Prospect
    Create ProspectCreates a new prospect.
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More things you can do with Microsoft Dynamics 365 CRM and PersistIQ

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and PersistIQ

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About PersistIQ
PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.
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