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Microsoft Dynamics 365 CRM + Quotient

Create new contacts in Quotient from new leads in Microsoft Dynamics 365 CRM

Effortlessly streamline your lead management process with this easy-to-use workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will instantly create a contact in Quotient, ensuring your sales team always has the latest contact information at their fingertips. Spend less time on manual data entry and more time building relationships with your new leads.

Effortlessly streamline your lead management process with this easy-to-use workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will instantly create a contact in Quotient, ensuring your sales team always has the latest contact information at their fingertips. Spend less time on manual data entry and more time building relationships with your new leads.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    QuotientQuotient
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.