Create PersistIQ prospects from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and PersistIQ with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a prospect in PersistIQ, ensuring your sales process stays updated and organized. Boost productivity while maintaining lead accuracy across your apps.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and PersistIQ with this seamless workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a prospect in PersistIQ, ensuring your sales process stays updated and organized. Boost productivity while maintaining lead accuracy across your apps.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Prospect
Creates a new prospect.
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