Filepass + Microsoft Dynamics 365 CRM
Create new Filepass projects from new Microsoft Dynamics 365 CRM leads
Effortlessly manage new leads by connecting Microsoft Dynamics 365 CRM and Filepass. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a new project will be created in Filepass, streamlining your process and ensuring timely engagement with potential clients. Spend less time on manual tasks and focus on building strong relationships with your leads.
Effortlessly manage new leads by connecting Microsoft Dynamics 365 CRM and Filepass. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a new project will be created in Filepass, streamlining your process and ensuring timely engagement with potential clients. Spend less time on manual tasks and focus on building strong relationships with your leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!New Project
Create a new project.
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