meetergo + Microsoft Dynamics 365 CRM
Create leads in Microsoft Dynamics 365 CRM from new appointments in meetergo
When a new appointment is scheduled in MeeterGo, this workflow will create a new lead in Microsoft Dynamics 365 CRM. This streamlines your process, ensuring you can swiftly identify and follow up with potential opportunities. No manual data entry required, you can focus more on building customer relationships.
When a new appointment is scheduled in MeeterGo, this workflow will create a new lead in Microsoft Dynamics 365 CRM. This streamlines your process, ensuring you can swiftly identify and follow up with potential opportunities. No manual data entry required, you can focus more on building customer relationships.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Lead
Creates a new lead.
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Trigger for any host
Try ItNew Employee
Triggers when a new employee joins your brand.
Try ItAppointment IDRequired
New Account
Triggers when a new account is created.
Try It
New Appointment - Webhook
Triggers when a new appointment is created for any meeting type in your company.
Try ItNew Employee - Webhook
This webhook is triggered when you a new employee joins your organization.
Try ItMeeting TypeRequired
Appointment HostRequired
Time ZoneRequired
Start TimeRequired
Attendee's first nameRequired
Attendee's Last NameRequired
Attendee's EmailRequired
Language
Notes
Receive RemindersRequired
Data Policy Accepted
Info
Try It
