Customer Fields + Microsoft Dynamics 365 CRM
Create customers in Customer Fields for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your new leads with this seamless automation between Microsoft Dynamics 365 CRM and Customer Fields. Whenever a new lead is captured in Microsoft Dynamics 365 CRM, this workflow immediately creates a new customer in the Customer Fields app. Save time on manual data entry and ensure the accuracy of your customer information, so you can focus on nurturing those valuable leads and growing your business.
Effortlessly manage your new leads with this seamless automation between Microsoft Dynamics 365 CRM and Customer Fields. Whenever a new lead is captured in Microsoft Dynamics 365 CRM, this workflow immediately creates a new customer in the Customer Fields app. Save time on manual data entry and ensure the accuracy of your customer information, so you can focus on nurturing those valuable leads and growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Create a new customer.
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