Microsoft Dynamics 365 CRM + Perspective
Create new Microsoft Dynamics 365 CRM leads from new Perspective funnel leads
Effortlessly manage potential leads by linking Perspective with Microsoft Dynamics 365 CRM. This straightforward workflow ensures that new leads gathered in Perspective are promptly captured in Microsoft Dynamics 365 for seamless customer relationship management. This not only eliminates redundant tasks but also saves valuable time, making your lead management process faster and more efficient.
Effortlessly manage potential leads by linking Perspective with Microsoft Dynamics 365 CRM. This straightforward workflow ensures that new leads gathered in Perspective are promptly captured in Microsoft Dynamics 365 for seamless customer relationship management. This not only eliminates redundant tasks but also saves valuable time, making your lead management process faster and more efficient.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Lead
Creates a new lead.
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