Create and update Yottled clients from new Microsoft Dynamics 365 CRM leads
Easily maintain client data across your Microsoft Dynamics 365 CRM and Yottled apps with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, their information will be used to create or update a CRM client in Yottled. Simplify and streamline your sales process with this automatic client data management solution.
Easily maintain client data across your Microsoft Dynamics 365 CRM and Yottled apps with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, their information will be used to create or update a CRM client in Yottled. Simplify and streamline your sales process with this automatic client data management solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create/Update CRM Client
Creates a new or updates an existing CRM client.
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