Create Contractor Foreman customers from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by automatically creating customers in Contractor Foreman. This seamless workflow ensures that all important information is instantly transferred to your Contractor Foreman app, so you can concentrate on efficiently converting leads into satisfied customers. No more manual entry or data silos – just a smooth and efficient process to help you grow your business.
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by automatically creating customers in Contractor Foreman. This seamless workflow ensures that all important information is instantly transferred to your Contractor Foreman app, so you can concentrate on efficiently converting leads into satisfied customers. No more manual entry or data silos – just a smooth and efficient process to help you grow your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a new customer in Contractor Foreman.
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