Create Simpro company customers from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and customers with this Microsoft Dynamics 365 CRM and Simpro integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a company customer in Simpro, streamlining your sales process and ensuring your team can efficiently nurture prospects. Save time and improve data consistency by automating this crucial aspect of your CRM.
Effortlessly manage your leads and customers with this Microsoft Dynamics 365 CRM and Simpro integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a company customer in Simpro, streamlining your sales process and ensuring your team can efficiently nurture prospects. Save time and improve data consistency by automating this crucial aspect of your CRM.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Company Customer
Creates a new company customer.
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