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Microsoft Dynamics 365 CRM + Real Geeks

Create Real Geeks leads from updated Microsoft Dynamics 365 CRM contacts

Keep your sales pipeline up-to-date and enhance lead generation by connecting Microsoft Dynamics 365 CRM and Real Geeks with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation creates a new lead in Real Geeks, ensuring that your sales team has the most recent information and can quickly act on potential opportunities. With this seamless integration, you can save time and maintain accurate data between both platforms.

Keep your sales pipeline up-to-date and enhance lead generation by connecting Microsoft Dynamics 365 CRM and Real Geeks with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation creates a new lead in Real Geeks, ensuring that your sales team has the most recent information and can quickly act on potential opportunities. With this seamless integration, you can save time and maintain accurate data between both platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    Real GeeksReal Geeks
    Create Lead

    Create a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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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