Microsoft Dynamics 365 CRM + Practice Better
Create clients in Practice Better from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by adding them as clients in Practice Better with this seamless workflow. As soon as a new lead is added in Microsoft Dynamics 365 CRM, the automation instantly creates a new client in Practice Better, ensuring you don't lose any valuable time re-entering details. This easy-to-implement process helps streamline your client management and keeps your records up-to-date, so you can focus on growing your business.
Effortlessly manage your new leads from Microsoft Dynamics 365 CRM by adding them as clients in Practice Better with this seamless workflow. As soon as a new lead is added in Microsoft Dynamics 365 CRM, the automation instantly creates a new client in Practice Better, ensuring you don't lose any valuable time re-entering details. This easy-to-implement process helps streamline your client management and keeps your records up-to-date, so you can focus on growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Client
Add a new client to your account.
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