Create active clients in Radius Agent from new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Radius Agent. With this automation, every time a new contact is added in Microsoft Dynamics 365 CRM, a corresponding active client will be created in Radius Agent, streamlining your client onboarding process and ensuring no lead is missed. Save time and maintain an organized workflow.
Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM and Radius Agent. With this automation, every time a new contact is added in Microsoft Dynamics 365 CRM, a corresponding active client will be created in Radius Agent, streamlining your client onboarding process and ensuring no lead is missed. Save time and maintain an organized workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Active Client
Creates a new active Client
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