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Microsoft Dynamics 365 CRM + Real Geeks

Microsoft Dynamics 365 CRM + Real Geeks

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Lead
    Create Lead
    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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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.
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About Real Geeks
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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