CallRail + Microsoft Dynamics 365 CRM
Create leads in Microsoft Dynamics 365 CRM for new tagged phone calls in CallRail
Effortlessly turn your tagged phone calls from CallRail into new leads in Microsoft Dynamics 365 CRM with this efficient workflow. When a phone call is tagged in CallRail, this automation will create a lead in Microsoft Dynamics 365 CRM, streamlining your lead management process and ensuring you never miss an opportunity to convert valuable phone calls into potential customers.
Effortlessly turn your tagged phone calls from CallRail into new leads in Microsoft Dynamics 365 CRM with this efficient workflow. When a phone call is tagged in CallRail, this automation will create a lead in Microsoft Dynamics 365 CRM, streamlining your lead management process and ensuring you never miss an opportunity to convert valuable phone calls into potential customers.
- When this happens...Phone Call Tagged
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
- automatically do this!Create Lead
Creates a new lead.
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