Microsoft Dynamics 365 CRM + SimplyNoted
Create SimplyNoted cards for new Microsoft Dynamics 365 CRM leads
Save time and make a great impression with this automation, which connects Microsoft Dynamics 365 CRM to SimplyNoted. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will send a personalized, custom card to the contact via SimplyNoted. Show your clients you care and improve engagement without lifting a finger.
Save time and make a great impression with this automation, which connects Microsoft Dynamics 365 CRM to SimplyNoted. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will send a personalized, custom card to the contact via SimplyNoted. Show your clients you care and improve engagement without lifting a finger.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
- Free forever for core features
- 14 day trial for premium features & apps
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout SimplyNoted
Simply Noted allows you to order Handwritten Cards and have them sent to your customers.