Klenty + Microsoft Dynamics 365 CRM
Create Klenty prospects from new Microsoft Dynamics 365 CRM contacts
Effortlessly maintain your prospect list with this seamless workflow between Microsoft Dynamics 365 CRM and Klenty. Upon creating a new contact in your CRM, the contact will be added as a prospect in Klenty, ensuring that you never miss out on potential opportunities and maintain an organized sales process. This streamlined automation helps you manage and nurture leads across both platforms effectively.
Effortlessly maintain your prospect list with this seamless workflow between Microsoft Dynamics 365 CRM and Klenty. Upon creating a new contact in your CRM, the contact will be added as a prospect in Klenty, ensuring that you never miss out on potential opportunities and maintain an organized sales process. This streamlined automation helps you manage and nurture leads across both platforms effectively.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Prospect
Creates a Prospect in Klenty.
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