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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Company
Creates a Company in Firmao.
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