Create Wealthbox CRM contacts from new Microsoft Dynamics 365 CRM leads
Efficiently manage your leads with this seamless workflow that connects Microsoft Dynamics 365 CRM to Wealthbox CRM. When a new lead is added in Dynamics 365 CRM, the workflow will create a contact in Wealthbox CRM, ensuring all essential lead information is readily available for your sales team. Streamline your lead management process and save valuable time with this simple yet powerful automation.
Efficiently manage your leads with this seamless workflow that connects Microsoft Dynamics 365 CRM to Wealthbox CRM. When a new lead is added in Dynamics 365 CRM, the workflow will create a contact in Wealthbox CRM, ensuring all essential lead information is readily available for your sales team. Streamline your lead management process and save valuable time with this simple yet powerful automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a new contact.
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