Microsoft Dynamics 365 CRM + SharpSpring
Create and update opportunities in SharpSpring from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and SharpSpring. This time-saving workflow initiates when a new contact is added in Microsoft Dynamics 365 CRM, subsequently creating or updating an opportunity in SharpSpring. Seamlessly nurture leads and track your progress with this powerful automation.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and SharpSpring. This time-saving workflow initiates when a new contact is added in Microsoft Dynamics 365 CRM, subsequently creating or updating an opportunity in SharpSpring. Seamlessly nurture leads and track your progress with this powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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