GigaBook + Microsoft Dynamics 365 CRM
Create GigaBook clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and clients with this seamless workflow between Microsoft Dynamics 365 CRM and GigaBook. When a new lead is added in Dynamics 365 CRM, this automation will create a new client in GigaBook, streamlining your process and ensuring all client information is consistently up-to-date across both platforms. Stay organized and efficient by implementing this solution into your business today.
Effortlessly manage your leads and clients with this seamless workflow between Microsoft Dynamics 365 CRM and GigaBook. When a new lead is added in Dynamics 365 CRM, this automation will create a new client in GigaBook, streamlining your process and ensuring all client information is consistently up-to-date across both platforms. Stay organized and efficient by implementing this solution into your business today.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
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