Microsoft Dynamics 365 CRM + PersistIQ
Create or update PersistIQ prospects when new leads are added in Microsoft Dynamics 365 CRM
Keep your sales pipeline updated and organized with this workflow that seamlessly connects Microsoft Dynamics 365 CRM and PersistIQ. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will either create or update a prospect in PersistIQ, ensuring your sales process stays efficient and your prospects are always up-to-date with the latest information. Streamline your sales efforts and focus on what matters most - closing deals.
Keep your sales pipeline updated and organized with this workflow that seamlessly connects Microsoft Dynamics 365 CRM and PersistIQ. When a new lead is created in Microsoft Dynamics 365 CRM, this automation will either create or update a prospect in PersistIQ, ensuring your sales process stays efficient and your prospects are always up-to-date with the latest information. Streamline your sales efforts and focus on what matters most - closing deals.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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