Microsoft Dynamics 365 CRM + Seidat
Create duplicate Seidat presentations for new Microsoft Dynamics 365 CRM leads
Efficiently manage your new leads in Microsoft Dynamics 365 CRM by creating duplicate presentations in the Seidat app. This workflow triggers when a new lead is added in your CRM and seamlessly duplicates a presentation within Seidat, ensuring your sales team always has the most up-to-date materials at their fingertips. Stay organized and save time with this convenient automation.
Efficiently manage your new leads in Microsoft Dynamics 365 CRM by creating duplicate presentations in the Seidat app. This workflow triggers when a new lead is added in your CRM and seamlessly duplicates a presentation within Seidat, ensuring your sales team always has the most up-to-date materials at their fingertips. Stay organized and save time with this convenient automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
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