IRIS CRM + Microsoft Dynamics 365 CRM

Create new leads in IRIS CRM from new Microsoft Dynamics 365 CRM leads for seamless management

Effortlessly manage your sales pipeline by transferring new leads from Microsoft Dynamics 365 CRM to IRIS CRM using this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a corresponding lead in IRIS CRM, ensuring all your sales data stays organized and up-to-date. This automated process saves you time and helps you focus on nurturing leads and closing deals.

Effortlessly manage your sales pipeline by transferring new leads from Microsoft Dynamics 365 CRM to IRIS CRM using this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a corresponding lead in IRIS CRM, ensuring all your sales data stays organized and up-to-date. This automated process saves you time and helps you focus on nurturing leads and closing deals.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
Learn more

Related categories

  • Payment Processing
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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