Microsoft Dynamics 365 CRM + net2phone
Create huddle meetings in net2phone for new leads in Microsoft Dynamics 365 CRM
Effortlessly schedule net2phone Huddle meetings for new leads in Microsoft Dynamics 365 CRM with this convenient workflow. When a new lead is added in your CRM, it instantly creates a Huddle meeting, helping you easily connect with potential clients and streamline your sales process. Stay organized and efficient by automating meeting set-up and enhancing communication within your team.
Effortlessly schedule net2phone Huddle meetings for new leads in Microsoft Dynamics 365 CRM with this convenient workflow. When a new lead is added in your CRM, it instantly creates a Huddle meeting, helping you easily connect with potential clients and streamline your sales process. Stay organized and efficient by automating meeting set-up and enhancing communication within your team.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Huddle Meeting
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.
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