Microsoft Dynamics 365 CRM + Salesforce Essentials
Create records in Salesforce Essentials for new leads in Microsoft Dynamics 365 CRM
Effortlessly keep your sales team updated by connecting Microsoft Dynamics 365 CRM and Salesforce Essentials in a seamless workflow. When a new lead is added to Dynamics 365 CRM, this automation creates a corresponding record in Salesforce Essentials. This way, your sales reps can manage and follow up on leads with ease, ensuring no important prospects fall through the cracks. Save valuable time and maintain consistency across platforms by integrating these powerful CRM apps.
Effortlessly keep your sales team updated by connecting Microsoft Dynamics 365 CRM and Salesforce Essentials in a seamless workflow. When a new lead is added to Dynamics 365 CRM, this automation creates a corresponding record in Salesforce Essentials. This way, your sales reps can manage and follow up on leads with ease, ensuring no important prospects fall through the cracks. Save valuable time and maintain consistency across platforms by integrating these powerful CRM apps.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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