Firmao + Microsoft Dynamics 365 CRM

Create new Firmao customers from new Microsoft Dynamics 365 CRM leads

Effortlessly maintain up-to-date customer records by connecting Microsoft Dynamics 365 CRM with Firmao. With this workflow, when a new lead is added in Microsoft Dynamics 365 CRM, it instantly creates a customer in the Firmao app. Save time and increase efficiency by streamlining your customer management process through automation.

Effortlessly maintain up-to-date customer records by connecting Microsoft Dynamics 365 CRM with Firmao. With this workflow, when a new lead is added in Microsoft Dynamics 365 CRM, it instantly creates a customer in the Firmao app. Save time and increase efficiency by streamlining your customer management process through automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    FirmaoFirmao
    Create Company

    Creates a Company in Firmao.

    ActionWrite
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Supported triggers and actions

What does this mean?
firmao logo
firmao logo

About Firmao

CRM and ERP software for your business to manage customers and tasks.
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Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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