Notify team about new leads in Microsoft Teams, add contacts in Microsoft Dynamics 365 from Klaviyo

Add new leads to your contact list in Microsoft Dynamics 365 CRM and send a chat message in Microsoft Teams for follow-up. This keeps your team informed and accelerates lead management for better engagement.

Notify team about new leads in Microsoft Teams, add contacts in Microsoft Dynamics 365 from Klaviyo

Workflow preview:

Zap details:

Overview

Add new leads to your contact list in Microsoft Dynamics 365 CRM and send a chat message in Microsoft Teams for follow-up. This keeps your team informed and accelerates lead management for better engagement.

Notify team about new leads in Microsoft Teams, add contacts in Microsoft Dynamics 365 from Klaviyo