Microsoft Dynamics 365 CRM + RD Station
Create new leads in Microsoft Dynamics 365 CRM from new opportunities in RD Station
Streamline your sales process by connecting RD Station and Microsoft Dynamics 365 CRM. With this workflow, every time a new opportunity arises in RD Station, a lead will be created in Microsoft Dynamics 365 CRM, ensuring timely follow-ups and better organization of your sales pipeline. Save time and enhance efficiency by automating this crucial sales process.
Streamline your sales process by connecting RD Station and Microsoft Dynamics 365 CRM. With this workflow, every time a new opportunity arises in RD Station, a lead will be created in Microsoft Dynamics 365 CRM, ensuring timely follow-ups and better organization of your sales pipeline. Save time and enhance efficiency by automating this crucial sales process.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Lead
Creates a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
New Contact
Triggers when a new contact is created.
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