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.
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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Prospect
Creates a new prospect.
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