Microsoft Dynamics 365 CRM + Veem

Create Veem payment requests for new Microsoft Dynamics 365 CRM leads

Efficiently manage your new leads in Microsoft Dynamics 365 CRM by automating payment requests with Veem. This workflow automatically creates a payment request in Veem when a new lead is added in Microsoft Dynamics 365 CRM, allowing you to streamline your financial processes and stay organized. Save time and improve accuracy with this integration that keeps your billing and lead management in sync.

Efficiently manage your new leads in Microsoft Dynamics 365 CRM by automating payment requests with Veem. This workflow automatically creates a payment request in Veem when a new lead is added in Microsoft Dynamics 365 CRM, allowing you to streamline your financial processes and stay organized. Save time and improve accuracy with this integration that keeps your billing and lead management in sync.

  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!
    VeemVeem
    Request Payment

    Requests a payment.

    ActionWrite
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Supported triggers and actions

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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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About Veem

Veem is an online global bank transfer service for you to send & receive payments internationally with ease.

Related categories

  • Payment Processing