Create or update Sellsy contacts for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and contacts across Microsoft Dynamics 365 CRM and Sellsy with this seamless automation. Once set up, this workflow will activate when a new lead is added in Microsoft Dynamics 365 CRM, creating or updating a contact in Sellsy, ensuring that your contact data stays updated and organized. Save time and streamline your sales process by keeping your contact information synchronized between these two powerful platforms.
Effortlessly manage your leads and contacts across Microsoft Dynamics 365 CRM and Sellsy with this seamless automation. Once set up, this workflow will activate when a new lead is added in Microsoft Dynamics 365 CRM, creating or updating a contact in Sellsy, ensuring that your contact data stays updated and organized. Save time and streamline your sales process by keeping your contact information synchronized between these two powerful platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create/Update Contact
Creates a new contact. Make an update if we found an existing contact with provided email.
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