Microsoft Dynamics 365 CRM + Pipeline CRM
Create deals in Pipeline CRM for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales process by connecting Microsoft Dynamics 365 CRM with Pipeline CRM using this seamless workflow. As soon as a new lead is added in Dynamics 365 CRM, a deal will be created in Pipeline CRM, ensuring your sales process stays organized and up-to-date. This automation ensures your leads are promptly handled and maximizes the potential for conversion.
Effortlessly manage your sales process by connecting Microsoft Dynamics 365 CRM with Pipeline CRM using this seamless workflow. As soon as a new lead is added in Dynamics 365 CRM, a deal will be created in Pipeline CRM, ensuring your sales process stays organized and up-to-date. This automation ensures your leads are promptly handled and maximizes the potential for conversion.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Deal
Creates a new deal in your PipelineDeals account.
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