Add new Microsoft Dynamics 365 CRM leads as contacts in Vision6
Easily streamline your sales and marketing efforts with this powerful automation workflow. When a new lead is added to Microsoft Dynamics 365 CRM, it will seamlessly create a contact in Vision6, allowing you to effortlessly nurture and engage with potential clients. Stay organized and ensure your team always stays up to date with the latest leads, all while saving time and energy.
Easily streamline your sales and marketing efforts with this powerful automation workflow. When a new lead is added to Microsoft Dynamics 365 CRM, it will seamlessly create a contact in Vision6, allowing you to effortlessly nurture and engage with potential clients. Stay organized and ensure your team always stays up to date with the latest leads, all while saving time and energy.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add a Contact
Into a List you choose.
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