Create Simpro individual customers from new Microsoft Dynamics 365 CRM leads
Effortlessly keep your Simpro customer database up to date with new leads from Microsoft Dynamics 365 CRM. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding individual customer will be created in Simpro for a seamless and organized customer management experience. Say goodbye to manual data entry and enjoy a streamlined process for handling leads and customers.
Effortlessly keep your Simpro customer database up to date with new leads from Microsoft Dynamics 365 CRM. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a corresponding individual customer will be created in Simpro for a seamless and organized customer management experience. Say goodbye to manual data entry and enjoy a streamlined process for handling leads and customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Individual Customer
Creates a new individual customer.
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