Create new Redtail CRM contacts from Microsoft Dynamics 365 CRM leads
Efficiently manage your leads by connecting Microsoft Dynamics 365 CRM and Redtail CRM. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Redtail CRM. Streamline your CRM processes, save time and effortlessly keep your contacts organized across both platforms.
Efficiently manage your leads by connecting Microsoft Dynamics 365 CRM and Redtail CRM. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Redtail CRM. Streamline your CRM processes, save time and effortlessly keep your contacts organized across both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new contact in your database.
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