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Microsoft Dynamics 365 CRM + PersistIQ

Microsoft Dynamics 365 CRM + PersistIQ

Microsoft Dynamics 365 CRM + PersistIQ integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create or Update Prospect
    Create or Update Prospect
    Create or Update ProspectCreates or updates a 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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