Create Sellsy contacts from new Microsoft Dynamics 365 CRM leads
Effortlessly keep your CRM and sales contacts up to date with this convenient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a new contact in Sellsy, ensuring your sales team always has access to the most recent information. Save time and maintain accurate data between your sales and CRM systems with this efficient automation.
Effortlessly keep your CRM and sales contacts up to date with this convenient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a new contact in Sellsy, ensuring your sales team always has access to the most recent information. Save time and maintain accurate data between your sales and CRM systems with this efficient automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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