Microsoft Dynamics 365 CRM + WHMCS

Create WHMCS clients from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by automatically creating clients in WHMCS with this seamless workflow. Once set up, each time a new lead appears in your Microsoft Dynamics 365 CRM, a corresponding client will be created in WHMCS, allowing you to stay organized and save valuable time. Increase efficiency in managing leads and streamline your process with this powerful automation.

Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by automatically creating clients in WHMCS with this seamless workflow. Once set up, each time a new lead appears in your Microsoft Dynamics 365 CRM, a corresponding client will be created in WHMCS, allowing you to stay organized and save valuable time. Increase efficiency in managing leads and streamline your process with this powerful automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    WHMCSWHMCS
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions