Create and update Salesforce records from new Microsoft Dynamics 365 CRM leads
Effortlessly keep your sales pipeline updated with this seamless workflow between Microsoft Dynamics 365 CRM and Salesforce. When a new lead is added in Microsoft Dynamics 365 CRM, this automation updates a corresponding record in Salesforce, ensuring your team always has the latest information at their fingertips. Say goodbye to manual data entry and hello to more valuable time spent on closing deals.
Effortlessly keep your sales pipeline updated with this seamless workflow between Microsoft Dynamics 365 CRM and Salesforce. When a new lead is added in Microsoft Dynamics 365 CRM, this automation updates a corresponding record in Salesforce, ensuring your team always has the latest information at their fingertips. Say goodbye to manual data entry and hello to more valuable time spent on closing deals.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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