Microsoft Dynamics 365 CRM + TextP2P integrations
Create contacts in TextP2P for new leads in Microsoft Dynamics 365 CRM
Easily connect your Microsoft Dynamics 365 CRM to TextP2P and streamline your lead management process with this workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, their contact information will be sent to TextP2P to create a new contact. Save time and effort by automating this crucial step in your sales funnel, ensuring seamless communication with incoming leads.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create ContactCreates a Contact associated to a list within TextP2P
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft Dynamics 365 CRM and TextP2P
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and TextP2P
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Related categories






