Microsoft Dynamics 365 CRM + Referral Factory
Qualify Referral Factory users with email when new leads appear in Microsoft Dynamics 365 CRM
Enhance your sales process by seamlessly connecting Microsoft Dynamics 365 CRM and Referral Factory. With this automation, every time a new lead is created in Microsoft Dynamics 365 CRM, the user will be qualified with their email in the Referral Factory app. This workflow helps you streamline lead nurturing and ensures that no opportunity is missed in your referral marketing efforts.
Enhance your sales process by seamlessly connecting Microsoft Dynamics 365 CRM and Referral Factory. With this automation, every time a new lead is created in Microsoft Dynamics 365 CRM, the user will be qualified with their email in the Referral Factory app. This workflow helps you streamline lead nurturing and ensures that no opportunity is missed in your referral marketing efforts.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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