Microsoft Dynamics 365 CRM + PersistIQ
Create or update PersistIQ prospects when new Microsoft Dynamics 365 CRM contacts are added
Effortlessly maintain your sales pipeline with this convenient workflow! When a new contact is added in Microsoft Dynamics 365 CRM, the workflow will create or update a prospect in PersistIQ, ensuring your lead nurturing process remains up-to-date and organized. Say goodbye to manual data entry and hello to streamlined sales processes with this powerful automation.
Effortlessly maintain your sales pipeline with this convenient workflow! When a new contact is added in Microsoft Dynamics 365 CRM, the workflow will create or update a prospect in PersistIQ, ensuring your lead nurturing process remains up-to-date and organized. Say goodbye to manual data entry and hello to streamlined sales processes with this powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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