Create clients in BrightManager from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your new leads in Microsoft Dynamics 365 CRM and streamline your onboarding process by creating clients in BrightManager. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, the workflow will instantly create a client in BrightManager, saving you time and ensuring a smooth transition for your prospects. Keep your sales and accounting teams in sync and enhance your overall client management with this seamless integration.
Effortlessly manage your new leads in Microsoft Dynamics 365 CRM and streamline your onboarding process by creating clients in BrightManager. With this automation, whenever a new lead is added in Microsoft Dynamics 365 CRM, the workflow will instantly create a client in BrightManager, saving you time and ensuring a smooth transition for your prospects. Keep your sales and accounting teams in sync and enhance your overall client management with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Create a new Client within BrightManager
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