Microsoft Dynamics 365 CRM + Sales Cookie
Create or update Sales Cookie transactions for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your sales leads and transactions with this seamless workflow between Microsoft Dynamics 365 CRM and Sales Cookie. When a new lead is added in your Dynamics 365 CRM, it instantly creates or updates the corresponding transaction in Sales Cookie, ensuring all your crucial sales data is up-to-date. This automation saves time and streamlines your sales process, making sure that no opportunities are missed.
Efficiently manage your sales leads and transactions with this seamless workflow between Microsoft Dynamics 365 CRM and Sales Cookie. When a new lead is added in your Dynamics 365 CRM, it instantly creates or updates the corresponding transaction in Sales Cookie, ensuring all your crucial sales data is up-to-date. This automation saves time and streamlines your sales process, making sure that no opportunities are missed.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create/Update Transaction
Creates or updates a sales transaction.
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