Create Upscale prospects from new Microsoft Dynamics 365 CRM contacts
Effortlessly expand your sales pipeline with this seamless workflow between Microsoft Dynamics 365 CRM and Upscale. When a new contact is added in Microsoft Dynamics 365 CRM, the contact information is instantly saved as a prospect in Upscale. Stay organized and save time by letting this automation handle your data entry, giving you more time to focus on building the strong relationships that matter most.
Effortlessly expand your sales pipeline with this seamless workflow between Microsoft Dynamics 365 CRM and Upscale. When a new contact is added in Microsoft Dynamics 365 CRM, the contact information is instantly saved as a prospect in Upscale. Stay organized and save time by letting this automation handle your data entry, giving you more time to focus on building the strong relationships that matter most.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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