Create new Hubstaff clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and clients in one place with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it creates a client in Hubstaff, streamlining your lead-to-client conversion process. Stay organized and save time by automating your sales and project management workflow.
Effortlessly manage your leads and clients in one place with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it creates a client in Hubstaff, streamlining your lead-to-client conversion process. Stay organized and save time by automating your sales and project management workflow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a new client.
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