Add tags to new Microsoft Dynamics 365 CRM leads in Zoho CRM
Streamline your lead management process across multiple platforms with this efficient CRM workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation instantly creates a corresponding lead in Zoho CRM, keeping your information well-organized and easily accessible. Enhance your sales performance and ensure no lead goes unnoticed by maintaining a seamless connection between your two CRM systems.
Streamline your lead management process across multiple platforms with this efficient CRM workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation instantly creates a corresponding lead in Zoho CRM, keeping your information well-organized and easily accessible. Enhance your sales performance and ensure no lead goes unnoticed by maintaining a seamless connection between your two CRM systems.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Tag
Add new tag to existing module entries
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