Clozio + Microsoft Dynamics 365 CRM
Create contacts in Clozio from new leads in Microsoft Dynamics 365 CRM
Effortlessly connect Microsoft Dynamics 365 CRM with Clozio by setting up this workflow. When you have a new lead in Microsoft Dynamics 365 CRM, this automation will seamlessly create a contact in Clozio, ensuring your databases stay up-to-date and your team can efficiently manage and engage with leads. Enhance your client nurturing process and save time with this simple yet effective solution.
Effortlessly connect Microsoft Dynamics 365 CRM with Clozio by setting up this workflow. When you have a new lead in Microsoft Dynamics 365 CRM, this automation will seamlessly create a contact in Clozio, ensuring your databases stay up-to-date and your team can efficiently manage and engage with leads. Enhance your client nurturing process and save time with this simple yet effective solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact
Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
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