Direct Mail + Microsoft Dynamics 365 CRM
Create new addresses in Direct Mail for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your Microsoft Dynamics 365 CRM leads by automatically creating new addresses in the Direct Mail app. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, a corresponding address will be created in Direct Mail. This seamless process saves time, reduces manual data entry, and ensures accurate information across both platforms.
Effortlessly manage your Microsoft Dynamics 365 CRM leads by automatically creating new addresses in the Direct Mail app. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, a corresponding address will be created in Direct Mail. This seamless process saves time, reduces manual data entry, and ensures accurate information across both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!New Contact
Creates a new contact or updates an existing contact.
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