Create Microsoft Dynamics 365 leads from new Secretaría.es call notes
Whenever Secretaría.es handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 automatically. You can filter the call notes based on call reasons. Refer to your Secretaría.es account for your configured call reasons. This eliminates the need for creating leads manually after you get calls.
Whenever Secretaría.es handles a new call from one of your prospects, they will be added as a lead in Microsoft Dynamics 365 automatically. You can filter the call notes based on call reasons. Refer to your Secretaría.es account for your configured call reasons. This eliminates the need for creating leads manually after you get calls.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Lead
Creates a new lead.
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