Create new Plecto registrations for updated Microsoft Dynamics 365 CRM leads
Effortlessly streamline your lead management process with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a new registration in Plecto, keeping your records up to date and ensuring a seamless transition between your CRM and performance tracking platform. Save time and stay organized with this efficient lead-to-registration solution.
Effortlessly streamline your lead management process with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a new registration in Plecto, keeping your records up to date and ensuring a seamless transition between your CRM and performance tracking platform. Save time and stay organized with this efficient lead-to-registration solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create New Registration
Creates a new registration.
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