Microsoft Dynamics 365 CRM + vcita
Create vcita clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage new leads from Microsoft Dynamics 365 CRM with this seamless automation. Once activated, whenever a new lead is added in Microsoft Dynamics 365 CRM, a client will be created in the vcita app. This workflow simplifies lead management, allowing you to focus on nurturing relationships and growing your business.
Effortlessly manage new leads from Microsoft Dynamics 365 CRM with this seamless automation. Once activated, whenever a new lead is added in Microsoft Dynamics 365 CRM, a client will be created in the vcita app. This workflow simplifies lead management, allowing you to focus on nurturing relationships and growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout vcita
vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.