Create and update leads in Salesforce from new contacts in Microsoft Dynamics 365 CRM
Maintain consistent data between Microsoft Dynamics 365 CRM and Salesforce effortlessly with this streamlined workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation updates the corresponding lead information in Salesforce, ensuring up-to-date records across both platforms. Minimize manual data entry and focus on cultivating strong relationships with your contacts by implementing this efficient process.
Maintain consistent data between Microsoft Dynamics 365 CRM and Salesforce effortlessly with this streamlined workflow. When a new contact is added in Microsoft Dynamics 365 CRM, this automation updates the corresponding lead information in Salesforce, ensuring up-to-date records across both platforms. Minimize manual data entry and focus on cultivating strong relationships with your contacts by implementing this efficient process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
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