Create shared links in Seidat for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads and presentations by connecting Microsoft Dynamics 365 CRM and Seidat. With this automation, every time a new lead is added in Microsoft Dynamics 365 CRM, a shared link is created in Seidat, making it easier to share relevant presentations with your potential clients. Enhance your lead nurturing process and save time on manual work by implementing this seamless, efficient workflow.
Effortlessly manage your leads and presentations by connecting Microsoft Dynamics 365 CRM and Seidat. With this automation, every time a new lead is added in Microsoft Dynamics 365 CRM, a shared link is created in Seidat, making it easier to share relevant presentations with your potential clients. Enhance your lead nurturing process and save time on manual work by implementing this seamless, efficient workflow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Shared Link
Creates a new shared link for the presentation.
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