Microsoft Dynamics 365 CRM + Real Geeks integrations
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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create LeadCreate a new Lead.
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More things you can do with Microsoft Dynamics 365 CRM and Real Geeks
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Real Geeks
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
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