Create new Salesmate contacts from Microsoft Dynamics 365 CRM leads
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM to Salesmate. With this workflow, each time a new lead is added to Dynamics 365, a corresponding contact will be created in Salesmate. This seamless integration saves you valuable time and ensures that your sales team has up-to-date information across both platforms.
Effortlessly streamline your sales process by connecting Microsoft Dynamics 365 CRM to Salesmate. With this workflow, each time a new lead is added to Dynamics 365, a corresponding contact will be created in Salesmate. This seamless integration saves you valuable time and ensures that your sales team has up-to-date information across both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new Contact, probably with input from previous steps.
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