Create leads in Microsoft Dynamics 365 CRM from new contacts in Wealthbox CRM
Streamline your lead management process with this efficient automation. Whenever a new contact is added to Wealthbox CRM, a lead will be created in Microsoft Dynamics 365 CRM, saving you time and ensuring a seamless transfer of information between the two platforms. Keep your sales pipeline up-to-date and drive engagement without any manual effort.
Streamline your lead management process with this efficient automation. Whenever a new contact is added to Wealthbox CRM, a lead will be created in Microsoft Dynamics 365 CRM, saving you time and ensuring a seamless transfer of information between the two platforms. Keep your sales pipeline up-to-date and drive engagement without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates a new lead.
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