Microsoft Dynamics 365 CRM + Perspective
Create new leads in Microsoft Dynamics 365 CRM whenever visitors complete funnels in Perspective
Elevate efficiency and capitalize swiftly on new opportunities by integrating Perspective with Microsoft Dynamics 365 CRM. With this workflow, whenever a visitor completes a funnel in Perspective, a new lead will be created instantly in Microsoft Dynamics 365 CRM. You can swiftly respond to customer actions, ensuring you never miss a chance to connect and engage with potential leads. Turn visitor engagement into actionable leads with this simple, yet powerful automation.
Elevate efficiency and capitalize swiftly on new opportunities by integrating Perspective with Microsoft Dynamics 365 CRM. With this workflow, whenever a visitor completes a funnel in Perspective, a new lead will be created instantly in Microsoft Dynamics 365 CRM. You can swiftly respond to customer actions, ensuring you never miss a chance to connect and engage with potential leads. Turn visitor engagement into actionable leads with this simple, yet powerful automation.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Create Lead
Creates a new lead.
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