Create prospects in The Customer Factor for new leads in Microsoft Dynamics 365 CRM
Efficiently manage new leads from Microsoft Dynamics 365 CRM by creating prospects in The Customer Factor with this seamless workflow. Once set up, each time there's a new lead in your CRM, the data will be transferred to The Customer Factor as a new prospect. Stay organized and save time by streamlining your sales funnel with this automated process.
Efficiently manage new leads from Microsoft Dynamics 365 CRM by creating prospects in The Customer Factor with this seamless workflow. Once set up, each time there's a new lead in your CRM, the data will be transferred to The Customer Factor as a new prospect. Stay organized and save time by streamlining your sales funnel with this automated process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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