Create deals in Teamleader Focus for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM and Teamleader Focus. This workflow triggers when a new lead is added in Microsoft Dynamics 365 CRM and creates a deal in Teamleader Focus. Save time and ensure consistent data across both platforms, allowing your team to focus more on closing deals and growing your business.
Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM and Teamleader Focus. This workflow triggers when a new lead is added in Microsoft Dynamics 365 CRM and creates a deal in Teamleader Focus. Save time and ensure consistent data across both platforms, allowing your team to focus more on closing deals and growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Deal
Creates a new deal.
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