Microsoft Dynamics 365 CRM + Uberall
Create businesses, locations, and users in Uberall with new Microsoft Dynamics 365 CRM opportunities
Why wait for an opportunity to onboard new leads for a free Uberall product? With this automation, you won't have to. Set it up to automatically create an Uberall business, location, and user whenever your lead turns into an opportunity on Microsoft Dynamics 365 CRM.
Why wait for an opportunity to onboard new leads for a free Uberall product? With this automation, you won't have to. Set it up to automatically create an Uberall business, location, and user whenever your lead turns into an opportunity on Microsoft Dynamics 365 CRM.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this...Create a Business
Create a Business
- then do this...Create a Location
Create a location and add it to an existing business
- then do this!Create a User
Create a new user
- Free forever for core features
- 14 day trial for premium features & apps
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Uberall
Uberall enables the world's brands and businesses to deliver a relevant and memorable 'Near Me' Brand Experience at every step of today's customer journey!