Better Agency + Microsoft Dynamics 365 CRM
Create or update Better Agency prospects when new Microsoft Dynamics 365 CRM contacts are added
Keep your sales pipeline updated by connecting Microsoft Dynamics 365 CRM and Better Agency. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a prospect will be created or updated in Better Agency. This seamless process ensures your team has the most up-to-date information and helps streamline your sales process. Save time and maintain accuracy by automating this crucial data transfer between apps.
Keep your sales pipeline updated by connecting Microsoft Dynamics 365 CRM and Better Agency. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a prospect will be created or updated in Better Agency. This seamless process ensures your team has the most up-to-date information and helps streamline your sales process. Save time and maintain accuracy by automating this crucial data transfer between apps.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create/Update a Prospect
Prospect Form to create update a prospect
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