Create new deals in AlterEstate from new leads in Microsoft Dynamics 365 CRM
Streamline your lead management process with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates a deal in AlterEstate. This seamless connection ensures your sales team stays organized and takes timely action on potential opportunities, while you focus on growing your business.
Streamline your lead management process with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically creates a deal in AlterEstate. This seamless connection ensures your sales team stays organized and takes timely action on potential opportunities, while you focus on growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!New Deal
Creates a Contact and a Deal inside your company.
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