Create ServiceM8 clients from new Microsoft Dynamics 365 CRM leads
Effortlessly keep your client information up to date with this seamless automation workflow between Microsoft Dynamics 365 CRM and ServiceM8. When a new lead is added in Dynamics 365 CRM, the workflow will create a client in ServiceM8, ensuring that crucial client information is always consistent and readily available across both platforms. Focus on building relationships rather than manual data entry, and let this integration streamline your CRM and field service management processes.
Effortlessly keep your client information up to date with this seamless automation workflow between Microsoft Dynamics 365 CRM and ServiceM8. When a new lead is added in Dynamics 365 CRM, the workflow will create a client in ServiceM8, ensuring that crucial client information is always consistent and readily available across both platforms. Focus on building relationships rather than manual data entry, and let this integration streamline your CRM and field service management processes.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
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