Create new Sellsy companies when Microsoft Dynamics 365 CRM leads are added
Effortlessly keep your CRM and sales tools in sync with this seamless workflow. When a new lead is added to Microsoft Dynamics 365 CRM, it will instantly create a company in Sellsy, ensuring your teams have all the up-to-date information they need for successful outreach and follow-up. Preserve valuable time and maintain consistent data across platforms with this convenient automation.
Effortlessly keep your CRM and sales tools in sync with this seamless workflow. When a new lead is added to Microsoft Dynamics 365 CRM, it will instantly create a company in Sellsy, ensuring your teams have all the up-to-date information they need for successful outreach and follow-up. Preserve valuable time and maintain consistent data across platforms with this convenient automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Company
Creates a new company (prospect or client).
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