Create opportunities in Wealthbox CRM for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Wealthbox CRM. With this workflow, when a new lead is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Wealthbox CRM. Save time, stay organized, and streamline your sales process with this seamless automation between your CRM platforms.
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM and Wealthbox CRM. With this workflow, when a new lead is added in Microsoft Dynamics 365 CRM, an opportunity will be created in Wealthbox CRM. Save time, stay organized, and streamline your sales process with this seamless automation between your CRM platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Opportunity
Creates a new opportunity.
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