Create Salesforce records from new Microsoft Dynamics 365 CRM leads
Effortlessly keep your CRM data up-to-date and maintain organized records across platforms with this Microsoft Dynamics 365 and Salesforce integration. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a corresponding record in Salesforce. Save time and eliminate manual data entry, ensuring your team has the latest information on leads across both platforms.
Effortlessly keep your CRM data up-to-date and maintain organized records across platforms with this Microsoft Dynamics 365 and Salesforce integration. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a corresponding record in Salesforce. Save time and eliminate manual data entry, ensuring your team has the latest information on leads across both platforms.
- 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, Lead, Opportunity, etc.).
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