Create leads in Microsoft Dynamics 365 CRM from new activities in Redtail CRM
Efficiently manage new activities in Redtail CRM and seamlessly generate leads in Microsoft Dynamics 365 CRM with this streamlined workflow. Once activated, it springs into action when an activity is created in Redtail CRM, instantly producing a corresponding lead in Microsoft Dynamics 365 CRM. This reliable automation ensures consistency across your CRM platforms while saving valuable time.
Efficiently manage new activities in Redtail CRM and seamlessly generate leads in Microsoft Dynamics 365 CRM with this streamlined workflow. Once activated, it springs into action when an activity is created in Redtail CRM, instantly producing a corresponding lead in Microsoft Dynamics 365 CRM. This reliable automation ensures consistency across your CRM platforms while saving valuable time.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Lead
Creates a new lead.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It