Microsoft Dynamics 365 CRM + Teamleader Focus

Create deals in Teamleader Focus from new contacts in Microsoft Dynamics 365 CRM

Effortlessly streamline your sales process with this automation that creates deals in Teamleader Focus when new contacts are added to Microsoft Dynamics 365 CRM. Keep your teams in sync and ensure timely follow-ups on potential clients by integrating these two powerful platforms. Save time and improve efficiency by eliminating manual data entry and focusing on nurturing relationships with your customers.

Effortlessly streamline your sales process with this automation that creates deals in Teamleader Focus when new contacts are added to Microsoft Dynamics 365 CRM. Keep your teams in sync and ensure timely follow-ups on potential clients by integrating these two powerful platforms. Save time and improve efficiency by eliminating manual data entry and focusing on nurturing relationships with your customers.

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

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    Teamleader FocusTeamleader Focus
    Create Deal

    Creates a new deal.

    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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teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

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