Microsoft Dynamics 365 CRM + PEP Cloud
Create or update PEP Cloud clients from new Microsoft Dynamics 365 CRM leads
Effortlessly maintain your client data in PEP Cloud with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it instantly creates or updates the client information in PEP Cloud. This efficient automation ensures your client records in PEP Cloud are always up-to-date, saving you time and helping you manage your client relationships effectively.
Effortlessly maintain your client data in PEP Cloud with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it instantly creates or updates the client information in PEP Cloud. This efficient automation ensures your client records in PEP Cloud are always up-to-date, saving you time and helping you manage your client relationships effectively.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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