Create or update Scoro persons when new leads are added in Microsoft Dynamics 365 CRM
Effortlessly keep your contact information up to date with this automation between Microsoft Dynamics 365 CRM and Scoro. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create or update a person in Scoro, ensuring your contact records are consistently accurate and organized. Focus on building relationships while your contact management is seamlessly taken care of.
Effortlessly keep your contact information up to date with this automation between Microsoft Dynamics 365 CRM and Scoro. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create or update a person in Scoro, ensuring your contact records are consistently accurate and organized. Focus on building relationships while your contact management is seamlessly taken care of.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
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