Lexware Office + Microsoft Dynamics 365 CRM
Upload documents for bookkeeping in lexoffice from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your new leads and bookkeeping documents with this streamlined workflow. When a new lead is added to Microsoft Dynamics 365 CRM, the associated document will be uploaded to lexoffice for bookkeeping purposes. This seamless integration saves you time and keeps your financial records organized, allowing you to focus on converting leads into loyal customers.
Effortlessly manage your new leads and bookkeeping documents with this streamlined workflow. When a new lead is added to Microsoft Dynamics 365 CRM, the associated document will be uploaded to lexoffice for bookkeeping purposes. This seamless integration saves you time and keeps your financial records organized, allowing you to focus on converting leads into loyal customers.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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