Create opportunities in Sellsy for new leads in Microsoft Dynamics 365 CRM
Streamline your sales process by connecting Microsoft Dynamics 365 CRM to Sellsy. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an opportunity in Sellsy, ensuring a seamless transition between lead management and sales tracking. Stay organized and boost your sales efficiency with this easy-to-implement workflow.
Streamline your sales process by connecting Microsoft Dynamics 365 CRM to Sellsy. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates an opportunity in Sellsy, ensuring a seamless transition between lead management and sales tracking. Stay organized and boost your sales efficiency with this easy-to-implement workflow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Opportunity
Triggers when a new opportunity is created.
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