Send privacy information email, add lead to spreadsheet, and create contact in CRM from Typeform
Send privacy information email, add lead to spreadsheet, and create contact in CRM from Typeform
Process new leads from Typeform submissions by sending a privacy information email via Microsoft Outlook, adding the lead to a master spreadsheet in Microsoft Excel, and creating a contact in Microsoft Dynamics 365 CRM for faster onboarding.
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Overview
Process new leads from Typeform submissions by sending a privacy information email via Microsoft Outlook, adding the lead to a master spreadsheet in Microsoft Excel, and creating a contact in Microsoft Dynamics 365 CRM for faster onboarding.