Create SalesScreen activities for new Microsoft Dynamics 365 CRM leads
Easily streamline your sales process with this efficient workflow that connects Microsoft Dynamics 365 CRM and SalesScreen. When a new lead is added in Microsoft Dynamics 365 CRM, an activity will be created in SalesScreen, keeping your team updated and ensuring prompt follow-ups. Say goodbye to manual data entry and boost your team's productivity with this seamless integration.
Easily streamline your sales process with this efficient workflow that connects Microsoft Dynamics 365 CRM and SalesScreen. When a new lead is added in Microsoft Dynamics 365 CRM, an activity will be created in SalesScreen, keeping your team updated and ensuring prompt follow-ups. Say goodbye to manual data entry and boost your team's productivity with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Activity
Creates a new record in SalesScreen.
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