Microsoft Dynamics 365 CRM + NextAgency
Create new NextAgency leads from Microsoft Dynamics 365 CRM leads instantly
Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and NextAgency. When a new lead is added in Dynamics 365 CRM, a corresponding lead will be created in NextAgency. This automation helps you to consistently track your leads and stay organized across both platforms.
Effortlessly manage your leads with this seamless workflow between Microsoft Dynamics 365 CRM and NextAgency. When a new lead is added in Dynamics 365 CRM, a corresponding lead will be created in NextAgency. This automation helps you to consistently track your leads and stay organized across both platforms.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
will create lead in NextAgency.
- Free forever for core features
- 14 day trial for premium features & apps
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About NextAgency
NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.