Create new Outpost companies from Microsoft Dynamics 365 CRM leads
Effortlessly manage your sales leads with this Microsoft Dynamics 365 CRM to Outpost workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a company in Outpost, allowing you to keep track of potential clients and streamline your sales process. This automation ensures seamless communication between your CRM and email tools for efficient lead management.
Effortlessly manage your sales leads with this Microsoft Dynamics 365 CRM to Outpost workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will create a company in Outpost, allowing you to keep track of potential clients and streamline your sales process. This automation ensures seamless communication between your CRM and email tools for efficient lead management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Company
Action for creating company in outpost.
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