Create Simpro contacts for new Microsoft Dynamics 365 CRM leads
Streamline your sales process and improve customer relationship management with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will instantly create a contact in Simpro, ensuring your team is always up-to-date with the latest lead information. Stay organized and enhance communication between your sales and customer support teams with this seamless integration.
Streamline your sales process and improve customer relationship management with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will instantly create a contact in Simpro, ensuring your team is always up-to-date with the latest lead information. Stay organized and enhance communication between your sales and customer support teams with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new contact.
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