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.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Creates a new deal.
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