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Microsoft Dynamics 365 CRM + SOS Inventory

Microsoft Dynamics 365 CRM + SOS Inventory

Microsoft Dynamics 365 CRM + SOS Inventory integrations

Create new SOS Inventory customers from Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales and customer data with this streamlined workflow between Microsoft Dynamics 365 CRM and SOS Inventory. When a new lead is added in Microsoft Dynamics 365 CRM, it instantly creates a customer in SOS Inventory, saving you time and ensuring consistent information between both platforms. Enhance your customer tracking process with this efficient automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a new customer
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More things you can do with Microsoft Dynamics 365 CRM and SOS Inventory

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

  • 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 SOS Inventory
SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.
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