Microsoft Dynamics 365 CRM + Wodify Core
Create and update Wodify Core clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and clients with this Microsoft Dynamics 365 CRM and Wodify Core integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will automatically add or update their information as a client in Wodify Core. Save time and keep your customer data up-to-date by streamlining your lead management process.
Effortlessly manage your leads and clients with this Microsoft Dynamics 365 CRM and Wodify Core integration. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will automatically add or update their information as a client in Wodify Core. Save time and keep your customer data up-to-date by streamlining your lead management process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Client
Adds or updates a client.
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