Instantly save and update new leads in Stikkum when they're added to Microsoft Dynamics 365 CRM
Streamline your lead management process with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically saves or updates the lead information in the Stikkum app. This seamless integration ensures your sales team always has up-to-date information, allowing them to focus on nurturing relationships and closing deals.
Streamline your lead management process with this efficient workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it automatically saves or updates the lead information in the Stikkum app. This seamless integration ensures your sales team always has up-to-date information, allowing them to focus on nurturing relationships and closing deals.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Save or Update Contacts
Saves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.
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