Create new Sign In Scheduling customers from new Microsoft Dynamics 365 CRM leads
Effortlessly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM and Sign In Scheduling. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the workflow will instantly create a new customer in Sign In Scheduling, saving you time and ensuring efficient client management across both platforms. Don't miss an opportunity to nurture prospects and grow your business.
Effortlessly streamline your sales process with this automation that connects Microsoft Dynamics 365 CRM and Sign In Scheduling. Whenever a new lead is added in Microsoft Dynamics 365 CRM, the workflow will instantly create a new customer in Sign In Scheduling, saving you time and ensuring efficient client management across both platforms. Don't miss an opportunity to nurture prospects and grow your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create New Customer
Creates a new Customer in 10to8.
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