Microsoft Dynamics 365 CRM + Swell

Create and send Swell invites for new Microsoft Dynamics 365 CRM leads

Effortlessly streamline your lead nurturing process with this automation that connects Microsoft Dynamics 365 CRM and Swell. Whenever a new lead is added in the CRM, an invite will be sent through Swell to engage and grow your leads. Save time and improve your lead conversion rate with this seamless workflow.

Effortlessly streamline your lead nurturing process with this automation that connects Microsoft Dynamics 365 CRM and Swell. Whenever a new lead is added in the CRM, an invite will be sent through Swell to engage and grow your leads. Save time and improve your lead conversion rate with this seamless workflow.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    SwellSwell
    Send Invite

    This will create a contact and then send them a review invite.

    ActionWrite
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Supported triggers and actions

microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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swell logo
swell logo

About Swell

Swell helps your business generate new reviews and generate feedback from customers.

Related categories

  • CRM (Customer Relationship Management)

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