Create Roofr jobs and customers from new Microsoft Dynamics 365 CRM leads
Effortlessly streamline your sales process with this Microsoft Dynamics 365 CRM and Roofr workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a job and customer in Roofr, keeping your sales pipeline organized and efficient. Save time and ensure all new leads are consistently recorded in Roofr with this seamless integration.
Effortlessly streamline your sales process with this Microsoft Dynamics 365 CRM and Roofr workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a job and customer in Roofr, keeping your sales pipeline organized and efficient. Save time and ensure all new leads are consistently recorded in Roofr with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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