Create Siigo customers from new Microsoft Dynamics 365 CRM leads
Seamlessly manage leads and customers across your CRM and accounting software with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will automatically create a customer in Siigo, keeping your records up-to-date and saving you valuable time. Focus on your sales and let this automation maintain the flow of information between your business apps.
Seamlessly manage leads and customers across your CRM and accounting software with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will automatically create a customer in Siigo, keeping your records up-to-date and saving you valuable time. Focus on your sales and let this automation maintain the flow of information between your business apps.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a new customer.
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