Microsoft Dynamics 365 CRM + Real Geeks
Create new Real Geeks leads from new Microsoft Dynamics 365 CRM contacts
Effortlessly grow your potential client base with this workflow that connects Microsoft Dynamics 365 CRM to Real Geeks. Upon adding new contacts in the CRM app, leads are simultaneously created in Real Geeks, streamlining your sales process and enabling your team to focus on relationship-building instead. Say goodbye to manual data entry and let this automation do the work for you.
Effortlessly grow your potential client base with this workflow that connects Microsoft Dynamics 365 CRM to Real Geeks. Upon adding new contacts in the CRM app, leads are simultaneously created in Real Geeks, streamlining your sales process and enabling your team to focus on relationship-building instead. Say goodbye to manual data entry and let this automation do the work for you.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Create a new Lead.
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