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Microsoft Dynamics 365 CRM + SmartReach

Microsoft Dynamics 365 CRM + SmartReach

Microsoft Dynamics 365 CRM + SmartReach integrations

Create SmartReach prospects from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales outreach with this automation workflow between Microsoft Dynamics 365 CRM and SmartReach. When you receive a new lead in Microsoft Dynamics 365 CRM, this workflow will create a prospect in the SmartReach app, streamlining your sales process, and ensuring consistent follow-up with potential customers. Save time and stay organized by letting this workflow handle your lead management tasks.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Prospect
    Create Prospect
    Create ProspectCreates a prospect.
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More things you can do with Microsoft Dynamics 365 CRM and SmartReach

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and SmartReach

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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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About SmartReach
SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.
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