Update leads in Microsoft Dynamics 365 CRM when new outbound communications occur in Hatch
When a new outbound communication occurs in Hatch, this workflow ensures your Microsoft Dynamics 365 CRM is updated promptly. This streamlines the process, eliminating the need for manual data entry, and keeping your CRM up-to-date for precise lead tracking. Perfect for businesses looking to optimize their digital communications process and maintain accurate records.
When a new outbound communication occurs in Hatch, this workflow ensures your Microsoft Dynamics 365 CRM is updated promptly. This streamlines the process, eliminating the need for manual data entry, and keeping your CRM up-to-date for precise lead tracking. Perfect for businesses looking to optimize their digital communications process and maintain accurate records.
- When this happens...New Communication Outbound
Triggers when there are outbound communications coming from Hatch whether sms, email, or voice drop.
- automatically do this!Update Lead
Updates a lead.
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