Create Roistat leads from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads in Microsoft Dynamics 365 CRM by integrating them into Roistat's Proxy Lead system. With this workflow, every time a new lead appears in the CRM app, it's seamlessly transferred to Roistat, streamlining your sales funnel and ensuring no opportunities slip through the cracks. Improve your lead management process and save time with this seamless automation.
Effortlessly manage your new leads in Microsoft Dynamics 365 CRM by integrating them into Roistat's Proxy Lead system. With this workflow, every time a new lead appears in the CRM app, it's seamlessly transferred to Roistat, streamlining your sales funnel and ensuring no opportunities slip through the cracks. Improve your lead management process and save time with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Proxy Lead
creates a proxy
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