Create invoices and quotes in Paycove for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales process with this seamless workflow between Microsoft Dynamics 365 CRM and Paycove. When a new lead is added to your CRM, an invoice or quote is instantly created in Paycove, ensuring you stay on top of your sales pipeline. Keep your financial documents organized and reduce manual data entry with this powerful automation.
Effortlessly manage your sales process with this seamless workflow between Microsoft Dynamics 365 CRM and Paycove. When a new lead is added to your CRM, an invoice or quote is instantly created in Paycove, ensuring you stay on top of your sales pipeline. Keep your financial documents organized and reduce manual data entry with this powerful automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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